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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 | $5,999 | $83,427-92.8% | $115,756-94.8% | $68,495-91.2% |
| Participation rate | 87.9% | 71.9%+16.0pp | 77.1%+10.8pp | 67.9%+20.0pp |
| Annual return | -25.09% | -10.95%-14.1pp | 143.14%-168.2pp | -7.84%-17.3pp |
| Employer contribution / active EE | $1,156 | $3,075-62.4% | $3,793-69.5% | $2,596-55.5% |
| Participant deferral / active EE | $2,612 | $5,355-51.2% | $6,254-58.2% | $4,028-35.2% |
| Admin fee / account holder | $849 | $5,708-85.1% | $8,124-89.6% | $5,403-84.3% |