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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 | $8,409 | $60,349-86.1% | $74,184-88.7% | $62,881-86.6% |
| Participation rate | 98.1% | 72.7%+25.4pp | 76.6%+21.5pp | 69.3%+28.8pp |
| Annual return | -3.14% | 21.38%-24.5pp | 17.74%-20.9pp | 20.14%-23.3pp |
| Employer contribution / active EE | $742 | $1,680-55.8% | $2,370-68.7% | $2,281-67.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $518 | $4,261-87.9% | $5,586-90.7% | $4,296-88.0% |