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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 | $8,228 | $52,306-84.3% | $69,779-88.2% | $62,881-86.9% |
| Participation rate | 83.3% | 67.2%+16.1pp | 71.8%+11.5pp | 69.3%+14.0pp |
| Annual return | -2.08% | 13.35%-15.4pp | 12.99%-15.1pp | 20.14%-22.2pp |
| Employer contribution / active EE | $904 | $1,799-49.8% | $2,338-61.4% | $2,281-60.4% |
| Participant deferral / active EE | $3,081 | $2,395+28.7% | $2,931+5.1% | $3,203-3.8% |
| Admin fee / account holder | $1,432 | $3,691-61.2% | $4,381-67.3% | $4,296-66.7% |