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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 | $2,568 | $60,349-95.7% | $74,184-96.5% | $62,881-95.9% |
| Participation rate | 82.5% | 72.7%+9.8pp | 76.6%+5.9pp | 69.3%+13.2pp |
| Annual return | -26.82% | 21.38%-48.2pp | 17.74%-44.6pp | 20.14%-47.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $941 | $4,261-77.9% | $5,586-83.2% | $4,296-78.1% |