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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 | $7,495 | $49,280-84.8% | $67,313-88.9% | $64,173-88.3% |
| Participation rate | 90.0% | 60.8%+29.2pp | 69.1%+20.9pp | 69.6%+20.4pp |
| Annual return | -9.76% | -1.39%-8.4pp | -4.08%-5.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $592 | $1,668-64.5% | $2,566-76.9% | $2,381-75.1% |
| Participant deferral / active EE | $2,185 | $2,484-12.0% | $3,568-38.8% | $3,470-37.0% |
| Admin fee / account holder | $1,498 | $3,863-61.2% | $4,507-66.8% | $4,887-69.3% |