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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 | $5,930 | $45,872-87.1% | $77,096-92.3% | $68,486-91.3% |
| Participation rate | 90.9% | 55.9%+35.0pp | 67.9%+23.0pp | 67.9%+23.0pp |
| Annual return | -21.94% | 1.73%-23.7pp | 42.35%-64.3pp | -7.85%-14.1pp |
| Employer contribution / active EE | $1,592 | $1,650-3.5% | $2,814-43.4% | $2,597-38.7% |
| Participant deferral / active EE | $3,085 | $2,963+4.1% | $4,429-30.3% | $4,028-23.4% |
| Admin fee / account holder | $500 | $3,041-83.6% | $5,428-90.8% | $5,404-90.8% |