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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 | $6,824 | $81,870-91.7% | $119,634-94.3% | $68,490-90.0% |
| Participation rate | 88.0% | 71.9%+16.1pp | 79.3%+8.7pp | 67.9%+20.1pp |
| Annual return | -23.42% | -23.82%+0.4pp | -14.98%-8.4pp | -7.85%-15.6pp |
| Employer contribution / active EE | $1,552 | $2,692-42.3% | $4,232-63.3% | $2,597-40.2% |
| Participant deferral / active EE | $3,530 | $4,148-14.9% | $5,601-37.0% | $4,028-12.4% |
| Admin fee / account holder | $761 | $6,583-88.4% | $10,329-92.6% | $5,403-85.9% |