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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 | $6,816 | $59,819-88.6% | $79,591-91.4% | $68,494-90.0% |
| Participation rate | 98.1% | 61.1%+37.1pp | 69.5%+28.7pp | 67.9%+30.3pp |
| Annual return | -20.93% | -12.30%-8.6pp | 0.18%-21.1pp | -7.86%-13.1pp |
| Employer contribution / active EE | $1,009 | $1,505-33.0% | $2,413-58.2% | $2,597-61.2% |
| Participant deferral / active EE | $1,818 | $3,025-39.9% | $3,986-54.4% | $4,028-54.9% |
| Admin fee / account holder | $381 | $4,835-92.1% | $6,815-94.4% | $5,403-92.9% |