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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 | $10,979 | $54,763-80.0% | $90,324-87.8% | $72,976-85.0% |
| Participation rate | 77.1% | 65.2%+11.9pp | 73.3%+3.8pp | 69.5%+7.6pp |
| Annual return | -20.18% | 30.63%-50.8pp | 78.15%-98.3pp | 81.02%-101.2pp |
| Employer contribution / active EE | $1,001 | $2,093-52.2% | $2,856-64.9% | $2,440-59.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $849 | $3,973-78.6% | $5,356-84.1% | $5,124-83.4% |