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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 | $7,639 | $71,873-89.4% | $86,698-91.2% | $68,490-88.8% |
| Participation rate | 89.3% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -24.49% | 3.54%-28.0pp | 35.96%-60.4pp | -7.85%-16.6pp |
| Employer contribution / active EE | $1,631 | $2,173-25.0% | $2,837-42.5% | $2,597-37.2% |
| Participant deferral / active EE | $2,986 | $3,779-21.0% | $4,656-35.9% | $4,028-25.9% |
| Admin fee / account holder | $405 | $6,110-93.4% | $7,492-94.6% | $5,403-92.5% |