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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 | $4,822 | $50,947-90.5% | $74,549-93.5% | $64,173-92.5% |
| Participation rate | 70.0% | 61.1%+8.9pp | 69.1%+0.9pp | 69.6%+0.4pp |
| Annual return | -23.02% | -1.85%-21.2pp | 32.53%-55.5pp | 7.63%-30.6pp |
| Employer contribution / active EE | $856 | $1,115-23.2% | $1,961-56.3% | $2,381-64.0% |
| Participant deferral / active EE | $1,431 | $2,302-37.8% | $3,108-54.0% | $3,470-58.8% |
| Admin fee / account holder | $350 | $4,221-91.7% | $5,059-93.1% | $4,887-92.8% |