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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 | $13,443 | $62,583-78.5% | $76,767-82.5% | $64,173-79.1% |
| Participation rate | 92.5% | 72.8%+19.7pp | 77.0%+15.5pp | 69.6%+22.9pp |
| Annual return | -11.78% | -1.95%-9.8pp | 2.43%-14.2pp | 7.63%-19.4pp |
| Employer contribution / active EE | $932 | $1,832-49.2% | $2,485-62.5% | $2,381-60.9% |
| Participant deferral / active EE | $1,511 | $3,145-51.9% | $3,852-60.8% | $3,470-56.4% |
| Admin fee / account holder | $863 | $4,667-81.5% | $6,675-87.1% | $4,887-82.3% |