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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 | $2,321 | $59,813-96.1% | $79,580-97.1% | $68,486-96.6% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.5%+22.8pp | 67.9%+24.4pp |
| Annual return | -23.63% | -12.30%-11.3pp | 0.15%-23.8pp | -7.85%-15.8pp |
| Employer contribution / active EE | $907 | $1,505-39.8% | $2,413-62.4% | $2,597-65.1% |
| Participant deferral / active EE | $2,668 | $3,024-11.8% | $3,985-33.1% | $4,028-33.8% |
| Admin fee / account holder | $1,258 | $4,835-74.0% | $6,835-81.6% | $5,404-76.7% |