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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 | $8,793 | $52,678-83.3% | $75,784-88.4% | $59,633-85.3% |
| Participation rate | 72.4% | 67.2%+5.2pp | 75.8%-3.4pp | 68.7%+3.7pp |
| Annual return | -4.99% | 2.95%-7.9pp | 9.68%-14.7pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,502 | $2,591-42.0% | $3,652-58.9% | $3,192-52.9% |
| Admin fee / account holder | $532 | $3,610-85.3% | $5,300-90.0% | $4,297-87.6% |