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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 | $4,399 | $54,357-91.9% | $82,706-94.7% | $68,495-93.6% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.8pp | 67.9%+24.4pp |
| Annual return | -23.00% | -13.67%-9.3pp | 701.76%-724.8pp | -7.84%-15.2pp |
| Employer contribution / active EE | $1,602 | $2,218-27.8% | $3,007-46.7% | $2,596-38.3% |
| Participant deferral / active EE | $3,366 | $3,246+3.7% | $4,394-23.4% | $4,028-16.4% |
| Admin fee / account holder | $1,179 | $4,396-73.2% | $5,329-77.9% | $5,403-78.2% |