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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 | $3,012 | $73,848-95.9% | $143,799-97.9% | $68,486-95.6% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -23.80% | 0.91%-24.7pp | -0.04%-23.8pp | -7.85%-15.9pp |
| Employer contribution / active EE | $451 | $3,184-85.8% | $4,952-90.9% | $2,597-82.6% |
| Participant deferral / active EE | $1,644 | $3,385-51.4% | $5,638-70.8% | $4,028-59.2% |
| Admin fee / account holder | $497 | $5,755-91.4% | $14,677-96.6% | $5,404-90.8% |