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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 | $6,892 | $87,544-92.1% | $75,784-90.9% | $125,388-94.5% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | -4.50% | 13.49%-18.0pp | 9.68%-14.2pp | 282.24%-286.7pp |
| Employer contribution / active EE | $1,016 | $3,930-74.2% | $3,323-69.4% | $4,866-79.1% |
| Participant deferral / active EE | $1,572 | $4,229-62.8% | $3,652-56.9% | $5,352-70.6% |
| Admin fee / account holder | $911 | $6,502-86.0% | $5,300-82.8% | $9,541-90.5% |