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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 | $8,466 | $59,813-85.8% | $79,580-89.4% | $68,486-87.6% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.5%+22.8pp | 67.9%+24.4pp |
| Annual return | -21.01% | -12.30%-8.7pp | 0.15%-21.2pp | -7.85%-13.2pp |
| Employer contribution / active EE | $1,462 | $1,505-2.9% | $2,413-39.4% | $2,597-43.7% |
| Participant deferral / active EE | $2,403 | $3,024-20.6% | $3,985-39.7% | $4,028-40.3% |
| Admin fee / account holder | $612 | $4,835-87.3% | $6,835-91.0% | $5,404-88.7% |