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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 | $7,365 | $54,239-86.4% | $70,098-89.5% | $68,495-89.2% |
| Participation rate | 96.0% | 64.5%+31.5pp | 70.5%+25.5pp | 67.9%+28.1pp |
| Annual return | -20.78% | -13.87%-6.9pp | 190.76%-211.5pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,695 | $2,019+33.5% | $2,560+5.3% | $2,596+3.8% |
| Participant deferral / active EE | $5,107 | $2,957+72.7% | $3,849+32.7% | $4,028+26.8% |
| Admin fee / account holder | $648 | $4,691-86.2% | $6,266-89.7% | $5,403-88.0% |