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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 | $5,777 | $73,839-92.2% | $143,788-96.0% | $68,495-91.6% |
| Participation rate | 81.8% | 66.7%+15.2pp | 80.3%+1.5pp | 67.9%+13.9pp |
| Annual return | -21.27% | 1.01%-22.3pp | -0.03%-21.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,073 | $3,384-38.8% | $5,638-63.2% | $4,028-48.5% |
| Admin fee / account holder | $1,659 | $5,755-71.2% | $14,675-88.7% | $5,403-69.3% |