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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 | $4,059 | $56,484-92.8% | $169,452-97.6% | $64,173-93.7% |
| Participation rate | 94.6% | 64.5%+30.0pp | 77.8%+16.8pp | 69.6%+25.0pp |
| Annual return | -13.36% | -1.55%-11.8pp | 1.83%-15.2pp | 7.63%-21.0pp |
| Employer contribution / active EE | $408 | $1,832-77.7% | $4,157-90.2% | $2,381-82.9% |
| Participant deferral / active EE | $1,668 | $3,448-51.6% | $5,277-68.4% | $3,470-51.9% |
| Admin fee / account holder | $413 | $4,174-90.1% | $9,110-95.5% | $4,887-91.5% |