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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 | $3,284 | $87,166-96.2% | $76,735-95.7% | $137,256-97.6% |
| Participation rate | 90.0% | 74.4%+15.6pp | 69.5%+20.5pp | 80.0%+10.0pp |
| Annual return | -14.01% | 26.50%-40.5pp | 29.77%-43.8pp | 220.34%-234.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,050 | $4,726-77.8% | $4,088-74.3% | $6,407-83.6% |
| Admin fee / account holder | $3,652 | $8,403-56.5% | $7,189-49.2% | $12,270-70.2% |