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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 | $7,252 | $78,015-90.7% | $178,505-95.9% | $80,959-91.0% |
| Participation rate | 98.7% | 65.7%+33.0pp | 77.1%+21.6pp | 67.7%+31.1pp |
| Annual return | -25.17% | 18.10%-43.3pp | 27.16%-52.3pp | 35.67%-60.8pp |
| Employer contribution / active EE | $2,866 | $2,281+25.6% | $3,955-27.5% | $2,757+4.0% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,169 | $7,160-83.7% | $10,428-88.8% | $6,925-83.1% |