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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 | $4,028 | $73,009-94.5% | $90,760-95.6% | $68,486-94.1% |
| Participation rate | 86.9% | 70.8%+16.1pp | 75.7%+11.2pp | 67.9%+19.0pp |
| Annual return | -30.68% | -13.81%-16.9pp | -12.16%-18.5pp | -7.85%-22.8pp |
| Employer contribution / active EE | $1,119 | $2,193-48.9% | $2,922-61.7% | $2,597-56.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $703 | $5,896-88.1% | $8,444-91.7% | $5,404-87.0% |