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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 | $5,418 | $124,213-95.6% | $118,106-95.4% | $154,746-96.5% |
| Participation rate | 90.9% | 83.6%+7.3pp | 81.9%+9.0pp | 80.7%+10.2pp |
| Annual return | -37.82% | 18.29%-56.1pp | 19.44%-57.3pp | 172.34%-210.2pp |
| Employer contribution / active EE | $2,402 | $4,905-51.0% | $4,698-48.9% | $4,379-45.1% |
| Participant deferral / active EE | $4,285 | $6,859-37.5% | $6,619-35.3% | $6,730-36.3% |
| Admin fee / account holder | $3,794 | $9,627-60.6% | $8,973-57.7% | $14,365-73.6% |