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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 | $11,389 | $47,848-76.2% | $81,473-86.0% | $70,126-83.8% |
| Participation rate | 90.3% | 58.3%+32.0pp | 68.0%+22.4pp | 69.5%+20.8pp |
| Annual return | -10.89% | 27.25%-38.1pp | 38.78%-49.7pp | 73.15%-84.0pp |
| Employer contribution / active EE | $4,950 | $1,527+224.1% | $2,568+92.8% | $2,343+111.3% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,140 | $3,145-63.7% | $4,561-75.0% | $4,645-75.5% |