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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 | $5,611 | $56,484-90.1% | $169,452-96.7% | $64,173-91.3% |
| Participation rate | 98.5% | 64.5%+33.9pp | 77.8%+20.7pp | 69.6%+28.9pp |
| Annual return | -14.74% | -1.55%-13.2pp | 1.83%-16.6pp | 7.63%-22.4pp |
| Employer contribution / active EE | $1,472 | $1,832-19.7% | $4,157-64.6% | $2,381-38.2% |
| Participant deferral / active EE | $3,724 | $3,448+8.0% | $5,277-29.4% | $3,470+7.3% |
| Admin fee / account holder | $403 | $4,174-90.3% | $9,110-95.6% | $4,887-91.8% |