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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 | $3,052 | $59,813-94.9% | $79,580-96.2% | $68,486-95.5% |
| Participation rate | 91.4% | 61.1%+30.4pp | 69.5%+21.9pp | 67.9%+23.5pp |
| Annual return | -25.16% | -12.30%-12.9pp | 0.15%-25.3pp | -7.85%-17.3pp |
| Employer contribution / active EE | $1,131 | $1,505-24.8% | $2,413-53.1% | $2,597-56.4% |
| Participant deferral / active EE | $1,836 | $3,024-39.3% | $3,985-53.9% | $4,028-54.4% |
| Admin fee / account holder | $470 | $4,835-90.3% | $6,835-93.1% | $5,404-91.3% |