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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 | $6,123 | $73,009-91.6% | $90,760-93.3% | $68,486-91.1% |
| Participation rate | 88.0% | 70.8%+17.2pp | 75.7%+12.3pp | 67.9%+20.1pp |
| Annual return | -22.39% | -13.81%-8.6pp | -12.16%-10.2pp | -7.85%-14.5pp |
| Employer contribution / active EE | $2,042 | $2,193-6.9% | $2,922-30.1% | $2,597-21.4% |
| Participant deferral / active EE | $2,764 | $3,626-23.8% | $4,565-39.5% | $4,028-31.4% |
| Admin fee / account holder | $404 | $5,896-93.1% | $8,444-95.2% | $5,404-92.5% |