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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 | $8,032 | $49,280-83.7% | $67,313-88.1% | $64,173-87.5% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -8.40% | -1.39%-7.0pp | -4.08%-4.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $799 | $1,668-52.1% | $2,566-68.9% | $2,381-66.4% |
| Participant deferral / active EE | $1,185 | $2,484-52.3% | $3,568-66.8% | $3,470-65.9% |
| Admin fee / account holder | $399 | $3,863-89.7% | $4,507-91.1% | $4,887-91.8% |