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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 | $2,040 | $42,383-95.2% | $76,518-97.3% | $64,173-96.8% |
| Participation rate | 82.4% | 58.1%+24.2pp | 68.0%+14.4pp | 69.6%+12.8pp |
| Annual return | -13.51% | -16.54%+3.0pp | -0.27%-13.2pp | 7.63%-21.1pp |
| Employer contribution / active EE | $620 | $1,563-60.3% | $2,647-76.6% | $2,381-74.0% |
| Participant deferral / active EE | $948 | $2,566-63.1% | $3,836-75.3% | $3,470-72.7% |
| Admin fee / account holder | $367 | $3,198-88.5% | $4,849-92.4% | $4,887-92.5% |