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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 | $5,182 | $43,504-88.1% | $68,612-92.4% | $56,289-90.8% |
| Participation rate | 95.5% | 67.8%+27.6pp | 72.2%+23.2pp | 69.9%+25.6pp |
| Annual return | -9.77% | -3.15%-6.6pp | -4.63%-5.1pp | -9.96%+0.2pp |
| Employer contribution / active EE | $431 | $1,525-71.7% | $2,625-83.6% | $2,111-79.6% |
| Participant deferral / active EE | $1,263 | $2,509-49.7% | $3,311-61.9% | $3,350-62.3% |
| Admin fee / account holder | $317 | $515-38.4% | $5,131-93.8% | $521-39.1% |