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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 | $6,438 | $56,484-88.6% | $169,452-96.2% | $64,173-90.0% |
| Participation rate | 96.2% | 64.5%+31.7pp | 77.8%+18.4pp | 69.6%+26.7pp |
| Annual return | -14.91% | -1.55%-13.4pp | 1.83%-16.7pp | 7.63%-22.5pp |
| Employer contribution / active EE | $857 | $1,832-53.2% | $4,157-79.4% | $2,381-64.0% |
| Participant deferral / active EE | $2,309 | $3,448-33.0% | $5,277-56.2% | $3,470-33.5% |
| Admin fee / account holder | $434 | $4,174-89.6% | $9,110-95.2% | $4,887-91.1% |