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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 | $9,118 | $42,910-78.8% | $60,919-85.0% | $68,490-86.7% |
| Participation rate | 80.0% | 66.8%+13.2pp | 73.1%+6.9pp | 67.9%+12.1pp |
| Annual return | -19.94% | -13.99%-6.0pp | 16.96%-36.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $730 | $1,978-63.1% | $2,704-73.0% | $2,597-71.9% |
| Participant deferral / active EE | $1,818 | $2,866-36.5% | $3,814-52.3% | $4,028-54.9% |
| Admin fee / account holder | $311 | $3,104-90.0% | $3,228-90.4% | $5,403-94.3% |