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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 | $4,449 | $78,690-94.3% | $161,489-97.2% | $87,485-94.9% |
| Participation rate | 72.4% | 67.5%+4.9pp | 78.7%-6.3pp | 68.9%+3.5pp |
| Annual return | -23.90% | 32.74%-56.6pp | 89.72%-113.6pp | 26.06%-50.0pp |
| Employer contribution / active EE | $1,450 | $2,588-44.0% | $4,268-66.0% | $2,596-44.1% |
| Participant deferral / active EE | $1,150 | $3,311-65.3% | $5,630-79.6% | $4,274-73.1% |
| Admin fee / account holder | $617 | $6,724-90.8% | $16,006-96.1% | $7,775-92.1% |