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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 | $5,660 | $46,599-87.9% | $64,101-91.2% | $75,173-92.5% |
| Participation rate | 95.2% | 65.9%+29.3pp | 72.3%+22.9pp | 67.2%+28.0pp |
| Annual return | -16.65% | 26.06%-42.7pp | 33.72%-50.4pp | 160.72%-177.4pp |
| Employer contribution / active EE | $1,602 | $1,975-18.9% | $2,749-41.7% | $2,671-40.0% |
| Participant deferral / active EE | $862 | $2,837-69.6% | $3,881-77.8% | $4,126-79.1% |
| Admin fee / account holder | $321 | $2,956-89.1% | $3,070-89.6% | $5,651-94.3% |