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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 | $7,368 | $42,383-82.6% | $76,518-90.4% | $64,173-88.5% |
| Participation rate | 74.1% | 58.1%+15.9pp | 68.0%+6.1pp | 69.6%+4.5pp |
| Annual return | -12.47% | -16.54%+4.1pp | -0.27%-12.2pp | 7.63%-20.1pp |
| Employer contribution / active EE | $1,043 | $1,563-33.3% | $2,647-60.6% | $2,381-56.2% |
| Participant deferral / active EE | $2,447 | $2,566-4.7% | $3,836-36.2% | $3,470-29.5% |
| Admin fee / account holder | $1,354 | $3,198-57.7% | $4,849-72.1% | $4,887-72.3% |