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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 | $5,256 | $75,541-93.0% | $152,093-96.5% | $82,637-93.6% |
| Participation rate | 85.2% | 66.5%+18.6pp | 77.8%+7.4pp | 68.1%+17.1pp |
| Annual return | -22.90% | 32.56%-55.5pp | 66.36%-89.3pp | 53.51%-76.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,398 | $3,206+6.0% | $5,451-37.7% | $4,126-17.6% |
| Admin fee / account holder | $6,432 | $6,405+0.4% | $14,497-55.6% | $7,339-12.4% |