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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 | $8,790 | $76,551-88.5% | $123,894-92.9% | $62,881-86.0% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.6pp | 69.3%+27.8pp |
| Annual return | -44.02% | 18.68%-62.7pp | 47.52%-91.5pp | 20.14%-64.2pp |
| Employer contribution / active EE | $6,367 | $2,882+120.9% | $4,617+37.9% | $2,281+179.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,255 | $4,826-53.3% | $8,357-73.0% | $4,296-47.5% |