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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 | $8,216 | $56,339-85.4% | $104,301-92.1% | $68,486-88.0% |
| Participation rate | 80.6% | 63.3%+17.3pp | 73.3%+7.3pp | 67.9%+12.7pp |
| Annual return | -19.92% | -9.19%-10.7pp | 24.61%-44.5pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,926 | $3,077-37.4% | $4,626-58.4% | $4,028-52.2% |
| Admin fee / account holder | $730 | $4,902-85.1% | $7,340-90.1% | $5,404-86.5% |