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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 | $6,465 | $50,958-87.3% | $74,552-91.3% | $64,181-89.9% |
| Participation rate | 96.8% | 61.1%+35.7pp | 69.1%+27.6pp | 69.6%+27.2pp |
| Annual return | -13.00% | -1.86%-11.1pp | 32.53%-45.5pp | 7.63%-20.6pp |
| Employer contribution / active EE | $323 | $1,115-71.1% | $1,961-83.5% | $2,381-86.5% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $582 | $4,223-86.2% | $5,060-88.5% | $4,887-88.1% |