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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 | $5,360 | $73,867-92.7% | $143,770-96.3% | $68,498-92.2% |
| Participation rate | 90.9% | 66.7%+24.3pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -35.87% | 1.01%-36.9pp | -0.04%-35.8pp | -7.84%-28.0pp |
| Employer contribution / active EE | $825 | $3,184-74.1% | $4,951-83.3% | $2,596-68.2% |
| Participant deferral / active EE | $4,440 | $3,384+31.2% | $5,638-21.3% | $4,027+10.2% |
| Admin fee / account holder | $776 | $5,755-86.5% | $14,673-94.7% | $5,403-85.6% |