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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 | $86,938-89.0% | $102,423-90.7% | $80,925-88.2% |
| Participation rate | 98.3% | 72.4%+25.9pp | 76.5%+21.8pp | 67.7%+30.6pp |
| Annual return | -35.62% | 18.89%-54.5pp | 29.42%-65.0pp | 35.65%-71.3pp |
| Employer contribution / active EE | $2,586 | $2,369+9.2% | $3,023-14.4% | $2,756-6.2% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,155 | $8,053-85.7% | $9,455-87.8% | $6,940-83.4% |