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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 | $8,932 | $42,383-78.9% | $76,518-88.3% | $64,173-86.1% |
| Participation rate | 85.2% | 58.1%+27.0pp | 68.0%+17.2pp | 69.6%+15.6pp |
| Annual return | -11.90% | -16.54%+4.6pp | -0.27%-11.6pp | 7.63%-19.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,414 | $2,566+111.0% | $3,836+41.1% | $3,470+56.0% |
| Admin fee / account holder | $1,027 | $3,198-67.9% | $4,849-78.8% | $4,887-79.0% |