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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 | $3,541 | $54,162-93.5% | $68,612-94.8% | $64,173-94.5% |
| Participation rate | 72.1% | 68.1%+4.0pp | 72.2%-0.2pp | 69.6%+2.5pp |
| Annual return | -9.76% | -1.62%-8.1pp | -4.63%-5.1pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,210 | $1,846-34.5% | $2,625-53.9% | $2,381-49.2% |
| Participant deferral / active EE | $1,747 | $2,626-33.5% | $3,311-47.2% | $3,470-49.6% |
| Admin fee / account holder | $2,880 | $4,029-28.5% | $5,131-43.9% | $4,887-41.1% |