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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 | $8,463 | $59,813-85.9% | $79,580-89.4% | $68,486-87.6% |
| Participation rate | 82.9% | 61.1%+21.9pp | 69.5%+13.4pp | 67.9%+15.0pp |
| Annual return | -22.04% | -12.30%-9.7pp | 0.15%-22.2pp | -7.85%-14.2pp |
| Employer contribution / active EE | $973 | $1,505-35.4% | $2,413-59.7% | $2,597-62.5% |
| Participant deferral / active EE | $3,945 | $3,024+30.4% | $3,985-1.0% | $4,028-2.1% |
| Admin fee / account holder | $786 | $4,835-83.7% | $6,835-88.5% | $5,404-85.5% |