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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 | $5,879 | $59,813-90.2% | $79,580-92.6% | $68,486-91.4% |
| Participation rate | 87.9% | 61.1%+26.8pp | 69.5%+18.4pp | 67.9%+20.0pp |
| Annual return | -26.35% | -12.30%-14.1pp | 0.15%-26.5pp | -7.85%-18.5pp |
| Employer contribution / active EE | $1,978 | $1,505+31.4% | $2,413-18.1% | $2,597-23.8% |
| Participant deferral / active EE | $1,899 | $3,024-37.2% | $3,985-52.3% | $4,028-52.8% |
| Admin fee / account holder | $7,607 | $4,835+57.3% | $6,835+11.3% | $5,404+40.8% |