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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 | $6,460 | $64,719-90.0% | $112,249-94.2% | $68,486-90.6% |
| Participation rate | 81.0% | 67.2%+13.8pp | 75.1%+5.9pp | 67.9%+13.1pp |
| Annual return | -30.32% | -11.40%-18.9pp | 27.48%-57.8pp | -7.85%-22.5pp |
| Employer contribution / active EE | $1,283 | $2,747-53.3% | $3,636-64.7% | $2,597-50.6% |
| Participant deferral / active EE | $2,510 | $3,565-29.6% | $4,729-46.9% | $4,028-37.7% |
| Admin fee / account holder | $453 | $5,232-91.3% | $6,412-92.9% | $5,404-91.6% |