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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 | $95,915-93.9% | $79,580-92.7% | $134,532-95.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -27.99% | -2.71%-25.3pp | 0.15%-28.1pp | 418.27%-446.3pp |
| Employer contribution / active EE | $1,407 | $3,129-55.0% | $2,413-41.7% | $4,741-70.3% |
| Participant deferral / active EE | $3,505 | $4,693-25.3% | $3,985-12.1% | $6,401-45.2% |
| Admin fee / account holder | $627 | $9,132-93.1% | $6,835-90.8% | $11,429-94.5% |