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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 | $7,200 | $110,083-93.5% | $151,639-95.3% | $68,486-89.5% |
| Participation rate | 75.9% | 84.0%-8.1pp | 87.5%-11.6pp | 67.9%+8.0pp |
| Annual return | -34.77% | -10.12%-24.6pp | 3.34%-38.1pp | -7.85%-26.9pp |
| Employer contribution / active EE | $2,040 | $4,470-54.4% | $6,165-66.9% | $2,597-21.4% |
| Participant deferral / active EE | $3,451 | $6,526-47.1% | $8,363-58.7% | $4,028-14.3% |
| Admin fee / account holder | $336 | $7,718-95.6% | $11,613-97.1% | $5,404-93.8% |