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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 | $5,825 | $53,546-89.1% | $69,884-91.7% | $68,486-91.5% |
| Participation rate | 71.0% | 64.5%+6.4pp | 70.5%+0.5pp | 67.9%+3.1pp |
| Annual return | -23.41% | -13.87%-9.5pp | 190.81%-214.2pp | -7.85%-15.6pp |
| Employer contribution / active EE | $841 | $2,019-58.4% | $2,560-67.2% | $2,597-67.6% |
| Participant deferral / active EE | $2,432 | $2,957-17.7% | $3,848-36.8% | $4,028-39.6% |
| Admin fee / account holder | $1,622 | $4,693-65.4% | $6,266-74.1% | $5,404-70.0% |