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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 | $8,877 | $73,848-88.0% | $143,799-93.8% | $68,486-87.0% |
| Participation rate | 77.5% | 66.7%+10.8pp | 80.3%-2.9pp | 67.9%+9.6pp |
| Annual return | -23.24% | 0.91%-24.2pp | -0.04%-23.2pp | -7.85%-15.4pp |
| Employer contribution / active EE | $1,491 | $3,184-53.2% | $4,952-69.9% | $2,597-42.6% |
| Participant deferral / active EE | $3,311 | $3,385-2.2% | $5,638-41.3% | $4,028-17.8% |
| Admin fee / account holder | $446 | $5,755-92.2% | $14,677-97.0% | $5,404-91.7% |