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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 | $123,898-95.6% | $116,538-95.4% | $155,188-96.5% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.6%+8.3pp | 80.8%+10.1pp |
| Annual return | -37.82% | 16.04%-53.9pp | 17.97%-55.8pp | 148.84%-186.7pp |
| Employer contribution / active EE | $2,402 | $4,739-49.3% | $4,541-47.1% | $4,248-43.4% |
| Participant deferral / active EE | $4,285 | $6,400-33.1% | $6,207-31.0% | $6,531-34.4% |
| Admin fee / account holder | $3,794 | $9,174-58.6% | $8,737-56.6% | $14,480-73.8% |