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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 | $4,447 | $42,917-89.6% | $60,899-92.7% | $68,495-93.5% |
| Participation rate | 90.9% | 66.8%+24.1pp | 73.1%+17.8pp | 67.9%+23.0pp |
| Annual return | -20.71% | -13.99%-6.7pp | 16.92%-37.6pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,188 | $1,979-40.0% | $2,702-56.1% | $2,596-54.3% |
| Participant deferral / active EE | $2,079 | $2,867-27.5% | $3,817-45.5% | $4,028-48.4% |
| Admin fee / account holder | $526 | $3,102-83.0% | $3,225-83.7% | $5,403-90.3% |