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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 | $8,269 | $42,383-80.5% | $76,518-89.2% | $64,173-87.1% |
| Participation rate | 97.1% | 58.1%+39.0pp | 68.0%+29.1pp | 69.6%+27.5pp |
| Annual return | -10.33% | -16.54%+6.2pp | -0.27%-10.1pp | 7.63%-18.0pp |
| Employer contribution / active EE | $2,991 | $1,563+91.3% | $2,647+13.0% | $2,381+25.6% |
| Participant deferral / active EE | $1,439 | $2,566-43.9% | $3,836-62.5% | $3,470-58.5% |
| Admin fee / account holder | $2,042 | $3,198-36.2% | $4,849-57.9% | $4,887-58.2% |