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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 | $8,957 | $73,848-87.9% | $143,799-93.8% | $68,486-86.9% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -28.51% | 0.91%-29.4pp | -0.04%-28.5pp | -7.85%-20.7pp |
| Employer contribution / active EE | $853 | $3,184-73.2% | $4,952-82.8% | $2,597-67.1% |
| Participant deferral / active EE | $4,406 | $3,385+30.2% | $5,638-21.8% | $4,028+9.4% |
| Admin fee / account holder | $345 | $5,755-94.0% | $14,677-97.7% | $5,404-93.6% |