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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 | $5,628 | $57,352-90.2% | $83,831-93.3% | $64,173-91.2% |
| Participation rate | 88.9% | 68.6%+20.3pp | 76.1%+12.7pp | 69.6%+19.3pp |
| Annual return | -28.17% | 11.38%-39.6pp | 850.99%-879.2pp | 7.63%-35.8pp |
| Employer contribution / active EE | $2,399 | $2,546-5.8% | $3,631-33.9% | $2,381+0.8% |
| Participant deferral / active EE | $3,656 | $2,993+22.1% | $4,082-10.4% | $3,470+5.4% |
| Admin fee / account holder | $779 | $4,046-80.7% | $5,479-85.8% | $4,887-84.1% |