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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 | $2,937 | $48,235-93.9% | $68,803-95.7% | $68,490-95.7% |
| Participation rate | 88.1% | 60.7%+27.4pp | 69.0%+19.1pp | 67.9%+20.2pp |
| Annual return | -21.13% | -12.70%-8.4pp | -6.37%-14.8pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,738 | $2,867-39.4% | $3,942-55.9% | $4,028-56.8% |
| Admin fee / account holder | $1,051 | $4,361-75.9% | $4,936-78.7% | $5,403-80.5% |