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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 | $8,815 | $73,863-88.1% | $143,797-93.9% | $68,490-87.1% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -29.70% | 0.91%-30.6pp | -0.04%-29.7pp | -7.85%-21.9pp |
| Employer contribution / active EE | $1,667 | $3,185-47.7% | $4,952-66.3% | $2,597-35.8% |
| Participant deferral / active EE | $2,398 | $3,385-29.2% | $5,638-57.5% | $4,028-40.5% |
| Admin fee / account holder | $1,770 | $5,756-69.2% | $14,679-87.9% | $5,403-67.2% |