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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 | $4,666 | $95,917-95.1% | $79,583-94.1% | $134,545-96.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -31.21% | -2.70%-28.5pp | 0.16%-31.4pp | 418.37%-449.6pp |
| Employer contribution / active EE | $1,328 | $3,129-57.6% | $2,414-45.0% | $4,742-72.0% |
| Participant deferral / active EE | $1,753 | $4,694-62.7% | $3,986-56.0% | $6,401-72.6% |
| Admin fee / account holder | $864 | $9,132-90.5% | $6,835-87.4% | $11,431-92.4% |