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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 | $4,820 | $71,873-93.3% | $86,698-94.4% | $68,490-93.0% |
| Participation rate | 89.2% | 72.2%+16.9pp | 76.6%+12.6pp | 67.9%+21.3pp |
| Annual return | -21.47% | 3.54%-25.0pp | 35.96%-57.4pp | -7.85%-13.6pp |
| Employer contribution / active EE | $795 | $2,173-63.4% | $2,837-72.0% | $2,597-69.4% |
| Participant deferral / active EE | $2,187 | $3,779-42.1% | $4,656-53.0% | $4,028-45.7% |
| Admin fee / account holder | $828 | $6,110-86.5% | $7,492-89.0% | $5,403-84.7% |