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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 | $7,663 | $73,848-89.6% | $143,799-94.7% | $68,486-88.8% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -26.66% | 0.91%-27.6pp | -0.04%-26.6pp | -7.85%-18.8pp |
| Employer contribution / active EE | $1,076 | $3,184-66.2% | $4,952-78.3% | $2,597-58.6% |
| Participant deferral / active EE | $1,432 | $3,385-57.7% | $5,638-74.6% | $4,028-64.4% |
| Admin fee / account holder | $686 | $5,755-88.1% | $14,677-95.3% | $5,404-87.3% |