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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 | $9,217 | $41,377-77.7% | $109,313-91.6% | $62,881-85.3% |
| Participation rate | 92.3% | 57.5%+34.8pp | 71.3%+21.0pp | 69.3%+23.0pp |
| Annual return | -1.49% | 11.05%-12.5pp | 22.07%-23.6pp | 20.14%-21.6pp |
| Employer contribution / active EE | $769 | $1,276-39.7% | $3,892-80.2% | $2,281-66.3% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,155 | $2,884-59.9% | $5,666-79.6% | $4,296-73.1% |