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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 | $5,075 | $73,848-93.1% | $143,799-96.5% | $68,486-92.6% |
| Participation rate | 95.6% | 66.7%+28.9pp | 80.3%+15.2pp | 67.9%+27.7pp |
| Annual return | -19.80% | 0.91%-20.7pp | -0.04%-19.8pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,949 | $3,385-42.4% | $5,638-65.4% | $4,028-51.6% |
| Admin fee / account holder | $802 | $5,755-86.1% | $14,677-94.5% | $5,404-85.2% |