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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 | $8,641 | $73,839-88.3% | $143,788-94.0% | $68,495-87.4% |
| Participation rate | 89.3% | 66.7%+22.6pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -21.63% | 1.01%-22.6pp | -0.03%-21.6pp | -7.84%-13.8pp |
| Employer contribution / active EE | $2,563 | $3,184-19.5% | $4,952-48.2% | $2,596-1.3% |
| Participant deferral / active EE | $3,654 | $3,384+8.0% | $5,638-35.2% | $4,028-9.3% |
| Admin fee / account holder | $688 | $5,755-88.0% | $14,675-95.3% | $5,403-87.3% |