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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 | $10,786 | $50,947-78.8% | $74,551-85.5% | $64,173-83.2% |
| Participation rate | 76.9% | 61.1%+15.9pp | 69.1%+7.8pp | 69.6%+7.4pp |
| Annual return | -9.92% | -1.85%-8.1pp | 32.53%-42.5pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,359 | $1,115+21.8% | $1,961-30.7% | $2,381-42.9% |
| Participant deferral / active EE | $1,059 | $2,302-54.0% | $3,108-65.9% | $3,470-69.5% |
| Admin fee / account holder | $387 | $4,221-90.8% | $5,059-92.3% | $4,887-92.1% |