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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 | $5,031 | $59,813-91.6% | $79,580-93.7% | $68,486-92.7% |
| Participation rate | 96.7% | 61.1%+35.6pp | 69.5%+27.2pp | 67.9%+28.8pp |
| Annual return | -22.93% | -12.30%-10.6pp | 0.15%-23.1pp | -7.85%-15.1pp |
| Employer contribution / active EE | $1,851 | $1,505+23.0% | $2,413-23.3% | $2,597-28.7% |
| Participant deferral / active EE | $2,777 | $3,024-8.2% | $3,985-30.3% | $4,028-31.1% |
| Admin fee / account holder | $651 | $4,835-86.5% | $6,835-90.5% | $5,404-88.0% |