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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 | $5,052 | $59,813-91.6% | $79,580-93.7% | $68,486-92.6% |
| Participation rate | 98.1% | 61.1%+37.0pp | 69.5%+28.6pp | 67.9%+30.2pp |
| Annual return | -32.94% | -12.30%-20.6pp | 0.15%-33.1pp | -7.85%-25.1pp |
| Employer contribution / active EE | $1,388 | $1,505-7.8% | $2,413-42.5% | $2,597-46.5% |
| Participant deferral / active EE | $5,154 | $3,024+70.4% | $3,985+29.3% | $4,028+28.0% |
| Admin fee / account holder | $1,220 | $4,835-74.8% | $6,835-82.1% | $5,404-77.4% |