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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 | $7,904 | $64,719-87.8% | $112,249-93.0% | $68,486-88.5% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -20.05% | -11.40%-8.6pp | 27.48%-47.5pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,430 | $2,747-47.9% | $3,636-60.7% | $2,597-44.9% |
| Participant deferral / active EE | $2,965 | $3,565-16.8% | $4,729-37.3% | $4,028-26.4% |
| Admin fee / account holder | $500 | $5,232-90.4% | $6,412-92.2% | $5,404-90.7% |