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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 | $3,620 | $64,719-94.4% | $112,249-96.8% | $68,486-94.7% |
| Participation rate | 91.7% | 67.2%+24.5pp | 75.1%+16.6pp | 67.9%+23.8pp |
| Annual return | -20.95% | -11.40%-9.5pp | 27.48%-48.4pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,868 | $2,747-32.0% | $3,636-48.6% | $2,597-28.1% |
| Participant deferral / active EE | $2,739 | $3,565-23.2% | $4,729-42.1% | $4,028-32.0% |
| Admin fee / account holder | $907 | $5,232-82.7% | $6,412-85.9% | $5,404-83.2% |