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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 | $3,010 | $48,267-93.8% | $68,808-95.6% | $68,486-95.6% |
| Participation rate | 83.9% | 60.7%+23.2pp | 69.0%+14.9pp | 67.9%+16.0pp |
| Annual return | -32.91% | -12.70%-20.2pp | -6.37%-26.5pp | -7.85%-25.1pp |
| Employer contribution / active EE | $1,101 | $1,829-39.8% | $2,656-58.5% | $2,597-57.6% |
| Participant deferral / active EE | $1,949 | $2,867-32.0% | $3,942-50.6% | $4,028-51.6% |
| Admin fee / account holder | $1,097 | $4,362-74.9% | $4,936-77.8% | $5,404-79.7% |