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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 | $7,635 | $50,958-85.0% | $74,552-89.8% | $64,181-88.1% |
| Participation rate | 94.6% | 61.1%+33.5pp | 69.1%+25.5pp | 69.6%+25.0pp |
| Annual return | -8.78% | -1.86%-6.9pp | 32.53%-41.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,387 | $1,115+24.3% | $1,961-29.3% | $2,381-41.8% |
| Participant deferral / active EE | $2,573 | $2,301+11.8% | $3,108-17.2% | $3,470-25.8% |
| Admin fee / account holder | $1,982 | $4,223-53.1% | $5,060-60.8% | $4,887-59.4% |