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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 | $6,915 | $59,813-88.4% | $79,580-91.3% | $68,486-89.9% |
| Participation rate | 85.7% | 61.1%+24.6pp | 69.5%+16.2pp | 67.9%+17.8pp |
| Annual return | -20.44% | -12.30%-8.1pp | 0.15%-20.6pp | -7.85%-12.6pp |
| Employer contribution / active EE | $2,750 | $1,505+82.7% | $2,413+14.0% | $2,597+5.9% |
| Participant deferral / active EE | $2,994 | $3,024-1.0% | $3,985-24.9% | $4,028-25.7% |
| Admin fee / account holder | $750 | $4,835-84.5% | $6,835-89.0% | $5,404-86.1% |