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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 | $7,384 | $50,947-85.5% | $74,549-90.1% | $64,173-88.5% |
| Participation rate | 89.7% | 61.1%+28.6pp | 69.1%+20.5pp | 69.6%+20.1pp |
| Annual return | -17.80% | -1.85%-15.9pp | 32.53%-50.3pp | 7.63%-25.4pp |
| Employer contribution / active EE | $2,620 | $1,115+134.9% | $1,961+33.6% | $2,381+10.0% |
| Participant deferral / active EE | $2,621 | $2,302+13.9% | $3,108-15.7% | $3,470-24.5% |
| Admin fee / account holder | $376 | $4,221-91.1% | $5,059-92.6% | $4,887-92.3% |