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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 | $4,355 | $45,079-90.3% | $69,461-93.7% | $72,983-94.0% |
| Participation rate | 81.3% | 68.5%+12.8pp | 74.6%+6.6pp | 69.5%+11.8pp |
| Annual return | -9.07% | 22.65%-31.7pp | 28.97%-38.0pp | 81.01%-90.1pp |
| Employer contribution / active EE | $776 | $2,055-62.2% | $2,779-72.1% | $2,440-68.2% |
| Participant deferral / active EE | $1,282 | $2,603-50.7% | $3,536-63.7% | $3,608-64.5% |
| Admin fee / account holder | $447 | $3,056-85.4% | $3,840-88.4% | $5,124-91.3% |