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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 | $7,746 | $50,958-84.8% | $74,552-89.6% | $64,181-87.9% |
| Participation rate | 75.8% | 61.1%+14.7pp | 69.1%+6.6pp | 69.6%+6.2pp |
| Annual return | -8.82% | -1.86%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $840 | $1,115-24.7% | $1,961-57.2% | $2,381-64.7% |
| Participant deferral / active EE | $1,786 | $2,301-22.4% | $3,108-42.5% | $3,470-48.5% |
| Admin fee / account holder | $1,265 | $4,223-70.1% | $5,060-75.0% | $4,887-74.1% |