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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 | $9,568 | $86,949-89.0% | $102,460-90.7% | $80,959-88.2% |
| Participation rate | 98.3% | 72.4%+25.9pp | 76.5%+21.8pp | 67.7%+30.6pp |
| Annual return | -35.62% | 18.89%-54.5pp | 29.47%-65.1pp | 35.67%-71.3pp |
| Employer contribution / active EE | $2,586 | $2,370+9.1% | $3,025-14.5% | $2,757-6.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,155 | $8,048-85.6% | $9,460-87.8% | $6,925-83.3% |