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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 | $78,013-90.7% | $178,449-95.9% | $80,911-91.0% |
| Participation rate | 98.7% | 65.7%+33.0pp | 77.1%+21.6pp | 67.6%+31.1pp |
| Annual return | -25.17% | 18.07%-43.2pp | 27.09%-52.3pp | 35.63%-60.8pp |
| Employer contribution / active EE | $2,866 | $2,287+25.3% | $3,951-27.4% | $2,756+4.0% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,277-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,169 | $7,166-83.7% | $10,362-88.7% | $6,935-83.1% |