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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 | $16,117 | $50,464-68.1% | $75,784-78.7% | $52,331-69.2% |
| Participation rate | 71.4% | 66.8%+4.7pp | 75.8%-4.4pp | 68.1%+3.3pp |
| Annual return | -2.81% | 1.03%-3.8pp | 9.68%-12.5pp | 4.54%-7.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,188 | $2,570-14.9% | $3,652-40.1% | $3,022-27.6% |
| Admin fee / account holder | $383 | $1,103-65.3% | $5,300-92.8% | $592-35.3% |