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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 | $7,395 | $64,729-88.6% | $112,263-93.4% | $68,490-89.2% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.1%+12.9pp | 67.9%+20.1pp |
| Annual return | -23.27% | -11.40%-11.9pp | 27.49%-50.8pp | -7.85%-15.4pp |
| Employer contribution / active EE | $1,549 | $2,746-43.6% | $3,636-57.4% | $2,597-40.3% |
| Participant deferral / active EE | $3,266 | $3,566-8.4% | $4,729-30.9% | $4,028-18.9% |
| Admin fee / account holder | $455 | $5,222-91.3% | $6,410-92.9% | $5,403-91.6% |