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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 | $10,497 | $52,580-80.0% | $71,671-85.4% | $70,126-85.0% |
| Participation rate | 92.9% | 60.9%+32.0pp | 68.7%+24.1pp | 69.5%+23.3pp |
| Annual return | -6.84% | 20.25%-27.1pp | 20.65%-27.5pp | 73.15%-80.0pp |
| Employer contribution / active EE | $805 | $1,616-50.2% | $2,460-67.3% | $2,343-65.6% |
| Participant deferral / active EE | $2,239 | $2,386-6.2% | $3,438-34.9% | $3,332-32.8% |
| Admin fee / account holder | $1,739 | $3,653-52.4% | $5,558-68.7% | $4,645-62.6% |