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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 | $9,163 | $55,002-83.3% | $59,899-84.7% | $56,289-83.7% |
| Participation rate | 94.8% | 75.9%+18.9pp | 74.7%+20.1pp | 69.9%+24.9pp |
| Annual return | -8.24% | 1.13%-9.4pp | 3.46%-11.7pp | -9.96%+1.7pp |
| Employer contribution / active EE | $922 | $2,448-62.3% | $2,723-66.1% | $2,111-56.3% |
| Participant deferral / active EE | $2,421 | $3,121-22.4% | $3,402-28.8% | $3,350-27.7% |
| Admin fee / account holder | $1,891 | $236+702.2% | $3,592-47.4% | $521+263.0% |