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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 | $4,647 | $48,267-90.4% | $68,808-93.2% | $68,486-93.2% |
| Participation rate | 80.5% | 60.7%+19.8pp | 69.0%+11.5pp | 67.9%+12.6pp |
| Annual return | -23.12% | -12.70%-10.4pp | -6.37%-16.8pp | -7.85%-15.3pp |
| Employer contribution / active EE | $941 | $1,829-48.5% | $2,656-64.6% | $2,597-63.8% |
| Participant deferral / active EE | $2,741 | $2,867-4.4% | $3,942-30.5% | $4,028-31.9% |
| Admin fee / account holder | $611 | $4,362-86.0% | $4,936-87.6% | $5,404-88.7% |