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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 | $6,598 | $53,162-87.6% | $91,225-92.8% | $68,495-90.4% |
| Participation rate | 81.4% | 63.2%+18.2pp | 73.2%+8.2pp | 67.9%+13.5pp |
| Annual return | -29.64% | -3.14%-26.5pp | 114.10%-143.7pp | -7.84%-21.8pp |
| Employer contribution / active EE | $1,792 | $1,709+4.8% | $2,851-37.1% | $2,596-31.0% |
| Participant deferral / active EE | $3,061 | $2,974+3.0% | $4,234-27.7% | $4,028-24.0% |
| Admin fee / account holder | $311 | $4,493-93.1% | $5,422-94.3% | $5,403-94.2% |