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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 | $3,714 | $64,719-94.3% | $112,249-96.7% | $68,486-94.6% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.1pp |
| Annual return | -53.71% | -11.40%-42.3pp | 27.48%-81.2pp | -7.85%-45.9pp |
| Employer contribution / active EE | $1,676 | $2,747-39.0% | $3,636-53.9% | $2,597-35.5% |
| Participant deferral / active EE | $2,708 | $3,565-24.0% | $4,729-42.7% | $4,028-32.8% |
| Admin fee / account holder | $531 | $5,232-89.9% | $6,412-91.7% | $5,404-90.2% |