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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 | $6,484 | $73,839-91.2% | $143,788-95.5% | $68,495-90.5% |
| Participation rate | 87.1% | 66.7%+20.4pp | 80.3%+6.8pp | 67.9%+19.2pp |
| Annual return | -23.65% | 1.01%-24.7pp | -0.03%-23.6pp | -7.84%-15.8pp |
| Employer contribution / active EE | $2,445 | $3,184-23.2% | $4,952-50.6% | $2,596-5.8% |
| Participant deferral / active EE | $3,722 | $3,384+10.0% | $5,638-34.0% | $4,028-7.6% |
| Admin fee / account holder | $428 | $5,755-92.6% | $14,675-97.1% | $5,403-92.1% |