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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 | $16,062 | $73,019-78.0% | $90,767-82.3% | $68,494-76.5% |
| Participation rate | 84.2% | 70.8%+13.4pp | 75.7%+8.5pp | 67.9%+16.3pp |
| Annual return | -27.68% | -13.81%-13.9pp | -12.16%-15.5pp | -7.86%-19.8pp |
| Employer contribution / active EE | $1,485 | $2,193-32.3% | $2,922-49.2% | $2,597-42.8% |
| Participant deferral / active EE | $2,938 | $3,626-19.0% | $4,565-35.6% | $4,028-27.1% |
| Admin fee / account holder | $402 | $5,897-93.2% | $8,445-95.2% | $5,403-92.6% |