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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 | $6,893 | $87,546-92.1% | $75,784-90.9% | $125,389-94.5% |
| Participation rate | 76.9% | 80.2%-3.3pp | 75.8%+1.1pp | 83.2%-6.3pp |
| Annual return | -17.79% | 13.49%-31.3pp | 9.68%-27.5pp | 282.24%-300.0pp |
| Employer contribution / active EE | $2,390 | $3,930-39.2% | $3,323-28.1% | $4,866-50.9% |
| Participant deferral / active EE | $3,014 | $4,230-28.7% | $3,652-17.5% | $5,352-43.7% |
| Admin fee / account holder | $367 | $6,503-94.4% | $5,300-93.1% | $9,541-96.2% |