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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 | $4,177 | $56,054-92.5% | $171,082-97.6% | $62,881-93.4% |
| Participation rate | 78.1% | 62.9%+15.3pp | 76.7%+1.4pp | 69.3%+8.8pp |
| Annual return | -27.69% | 22.52%-50.2pp | 32.56%-60.2pp | 20.14%-47.8pp |
| Employer contribution / active EE | $314 | $1,731-81.9% | $4,002-92.2% | $2,281-86.3% |
| Participant deferral / active EE | $2,538 | $3,158-19.6% | $4,797-47.1% | $3,203-20.8% |
| Admin fee / account holder | $939 | $3,647-74.2% | $8,520-89.0% | $4,296-78.1% |