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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 | $9,132 | $42,383-78.5% | $76,518-88.1% | $64,173-85.8% |
| Participation rate | 77.0% | 58.1%+18.9pp | 68.0%+9.0pp | 69.6%+7.5pp |
| Annual return | -11.62% | -16.54%+4.9pp | -0.27%-11.3pp | 7.63%-19.2pp |
| Employer contribution / active EE | $1,639 | $1,563+4.8% | $2,647-38.1% | $2,381-31.2% |
| Participant deferral / active EE | $1,506 | $2,566-41.3% | $3,836-60.7% | $3,470-56.6% |
| Admin fee / account holder | $436 | $3,198-86.4% | $4,849-91.0% | $4,887-91.1% |