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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 | $4,593 | $131,835-96.5% | $108,582-95.8% | $273,972-98.3% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 0.25% | -91.57%+91.8pp | -51.70%+51.9pp | 41.46%-41.2pp |
| Employer contribution / active EE | $1,984 | $4,913-59.6% | $3,758-47.2% | $4,869-59.2% |
| Participant deferral / active EE | $2,022 | $5,127-60.6% | $4,311-53.1% | $5,287-61.8% |
| Admin fee / account holder | $15,944 | $10,253+55.5% | $7,645+108.6% | $10,133+57.4% |