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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 | $3,601 | $48,235-92.5% | $68,803-94.8% | $68,490-94.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -19.84% | -12.70%-7.1pp | -6.37%-13.5pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,576 | $1,829-13.8% | $2,656-40.6% | $2,597-39.3% |
| Participant deferral / active EE | $979 | $2,867-65.8% | $3,942-75.2% | $4,028-75.7% |
| Admin fee / account holder | $493 | $4,361-88.7% | $4,936-90.0% | $5,403-90.9% |