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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 | $7,085 | $54,357-87.0% | $82,706-91.4% | $68,495-89.7% |
| Participation rate | 97.9% | 63.9%+34.0pp | 72.6%+25.4pp | 67.9%+30.0pp |
| Annual return | -21.50% | -13.67%-7.8pp | 701.76%-723.3pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,836 | $2,218+27.8% | $3,007-5.7% | $2,596+9.2% |
| Participant deferral / active EE | $3,756 | $3,246+15.7% | $4,394-14.5% | $4,028-6.7% |
| Admin fee / account holder | $882 | $4,396-79.9% | $5,329-83.5% | $5,403-83.7% |