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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 | $7,189 | $49,280-85.4% | $67,313-89.3% | $64,173-88.8% |
| Participation rate | 87.5% | 60.8%+26.7pp | 69.1%+18.4pp | 69.6%+17.9pp |
| Annual return | -15.02% | -1.39%-13.6pp | -4.08%-10.9pp | 7.63%-22.7pp |
| Employer contribution / active EE | $883 | $1,668-47.1% | $2,566-65.6% | $2,381-62.9% |
| Participant deferral / active EE | $1,797 | $2,484-27.7% | $3,568-49.6% | $3,470-48.2% |
| Admin fee / account holder | $400 | $3,863-89.6% | $4,507-91.1% | $4,887-91.8% |