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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 | $3,094 | $59,834-94.8% | $79,576-96.1% | $68,495-95.5% |
| Participation rate | 89.7% | 61.1%+28.6pp | 69.5%+20.2pp | 67.9%+21.8pp |
| Annual return | -37.50% | -12.30%-25.2pp | 0.15%-37.6pp | -7.84%-29.7pp |
| Employer contribution / active EE | $1,453 | $1,505-3.4% | $2,413-39.8% | $2,596-44.0% |
| Participant deferral / active EE | $3,504 | $3,024+15.9% | $3,985-12.1% | $4,028-13.0% |
| Admin fee / account holder | $452 | $4,835-90.6% | $6,834-93.4% | $5,403-91.6% |