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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 | $7,891 | $52,911-85.1% | $73,309-89.2% | $59,633-86.8% |
| Participation rate | 78.4% | 68.2%+10.2pp | 74.9%+3.5pp | 68.7%+9.7pp |
| Annual return | -6.60% | 12.20%-18.8pp | 5.67%-12.3pp | 2041.45%-2048.1pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,646 | $4,069+14.2% | $4,991-6.9% | $3,192+45.6% |
| Admin fee / account holder | $535 | $3,835-86.1% | $5,635-90.5% | $4,297-87.6% |