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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 | $8,086 | $48,050-83.2% | $85,969-90.6% | $59,633-86.4% |
| Participation rate | 70.7% | 64.5%+6.2pp | 76.5%-5.8pp | 68.7%+2.0pp |
| Annual return | -3.91% | 0.29%-4.2pp | 9.32%-13.2pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $2,266 | $1,640+38.2% | $3,474-34.8% | $2,203+2.9% |
| Participant deferral / active EE | $2,028 | $2,249-9.8% | $3,829-47.0% | $3,192-36.5% |
| Admin fee / account holder | $324 | $3,206-89.9% | $6,053-94.6% | $4,297-92.5% |