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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 | $8,306 | $64,719-87.2% | $112,249-92.6% | $68,486-87.9% |
| Participation rate | 98.2% | 67.2%+31.0pp | 75.1%+23.1pp | 67.9%+30.3pp |
| Annual return | -27.13% | -11.40%-15.7pp | 27.48%-54.6pp | -7.85%-19.3pp |
| Employer contribution / active EE | $971 | $2,747-64.7% | $3,636-73.3% | $2,597-62.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $327 | $5,232-93.8% | $6,412-94.9% | $5,404-94.0% |