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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 | $9,040 | $53,774-83.2% | $134,162-93.3% | $79,852-88.7% |
| Participation rate | 84.0% | 58.8%+25.2pp | 72.2%+11.8pp | 69.6%+14.4pp |
| Annual return | -3.98% | 19.01%-23.0pp | 36.35%-40.3pp | 31.72%-35.7pp |
| Employer contribution / active EE | $800 | $1,322-39.5% | $3,705-78.4% | $2,471-67.6% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,465 | $3,985-63.2% | $6,685-78.1% | $5,306-72.4% |