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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 | $5,514 | $59,813-90.8% | $79,580-93.1% | $68,486-91.9% |
| Participation rate | 83.3% | 61.1%+22.3pp | 69.5%+13.8pp | 67.9%+15.4pp |
| Annual return | -20.17% | -12.30%-7.9pp | 0.15%-20.3pp | -7.85%-12.3pp |
| Employer contribution / active EE | $379 | $1,505-74.8% | $2,413-84.3% | $2,597-85.4% |
| Participant deferral / active EE | $1,722 | $3,024-43.1% | $3,985-56.8% | $4,028-57.2% |
| Admin fee / account holder | $315 | $4,835-93.5% | $6,835-95.4% | $5,404-94.2% |