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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 | $9,151 | $73,848-87.6% | $143,799-93.6% | $68,486-86.6% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -19.89% | 0.91%-20.8pp | -0.04%-19.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,185 | $3,385-35.4% | $5,638-61.2% | $4,028-45.7% |
| Admin fee / account holder | $512 | $5,755-91.1% | $14,677-96.5% | $5,404-90.5% |