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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,178 | $43,344-81.1% | $59,899-86.3% | $64,173-87.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -8.88% | -1.55%-7.3pp | 3.46%-12.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,565 | $2,030-22.9% | $2,723-42.5% | $2,381-34.3% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $755 | $3,008-74.9% | $3,592-79.0% | $4,887-84.6% |