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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 | $5,933 | $82,678-92.8% | $125,391-95.3% | $68,490-91.3% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -21.95% | -5.97%-16.0pp | 572.41%-594.4pp | -7.85%-14.1pp |
| Employer contribution / active EE | $2,514 | $3,382-25.7% | $4,816-47.8% | $2,597-3.2% |
| Participant deferral / active EE | $3,704 | $6,111-39.4% | $7,448-50.3% | $4,028-8.0% |
| Admin fee / account holder | $958 | $6,277-84.7% | $10,009-90.4% | $5,403-82.3% |