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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 | $6,318 | $61,755-89.8% | $97,161-93.5% | $80,911-92.2% |
| Participation rate | 84.6% | 63.5%+21.1pp | 72.7%+11.9pp | 67.6%+17.0pp |
| Annual return | 8.48% | -557.90%+566.4pp | 75.36%-66.9pp | 35.63%-27.1pp |
| Employer contribution / active EE | $816 | $1,835-55.5% | $2,723-70.0% | $2,756-70.4% |
| Participant deferral / active EE | $2,834 | $3,026-6.3% | $4,265-33.5% | $4,297-34.0% |
| Admin fee / account holder | $3,236 | $5,166-37.4% | $5,647-42.7% | $6,935-53.3% |