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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 | $5,038 | $81,870-93.8% | $119,622-95.8% | $68,486-92.6% |
| Participation rate | 76.7% | 71.9%+4.9pp | 79.3%-2.5pp | 67.9%+8.9pp |
| Annual return | -20.84% | -23.82%+3.0pp | -14.98%-5.9pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,082 | $4,148-25.7% | $5,601-45.0% | $4,028-23.5% |
| Admin fee / account holder | $618 | $6,583-90.6% | $10,328-94.0% | $5,404-88.6% |