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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 | $8,418 | $49,280-82.9% | $67,313-87.5% | $64,181-86.9% |
| Participation rate | 77.8% | 60.8%+17.0pp | 69.1%+8.7pp | 69.6%+8.2pp |
| Annual return | -12.72% | -1.39%-11.3pp | -4.08%-8.6pp | 7.63%-20.4pp |
| Employer contribution / active EE | $689 | $1,668-58.7% | $2,566-73.2% | $2,381-71.1% |
| Participant deferral / active EE | $2,407 | $2,484-3.1% | $3,568-32.5% | $3,470-30.6% |
| Admin fee / account holder | $1,138 | $3,863-70.5% | $4,507-74.7% | $4,887-76.7% |