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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 | $4,260 | $48,267-91.2% | $68,808-93.8% | $68,486-93.8% |
| Participation rate | 97.2% | 60.7%+36.6pp | 69.0%+28.2pp | 67.9%+29.3pp |
| Annual return | -25.61% | -12.70%-12.9pp | -6.37%-19.2pp | -7.85%-17.8pp |
| Employer contribution / active EE | $520 | $1,829-71.6% | $2,656-80.4% | $2,597-80.0% |
| Participant deferral / active EE | $2,390 | $2,867-16.6% | $3,942-39.4% | $4,028-40.7% |
| Admin fee / account holder | $615 | $4,362-85.9% | $4,936-87.5% | $5,404-88.6% |