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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 | $11,294 | $64,729-82.6% | $112,263-89.9% | $68,490-83.5% |
| Participation rate | 90.0% | 67.2%+22.8pp | 75.1%+14.9pp | 67.9%+22.1pp |
| Annual return | -20.25% | -11.40%-8.9pp | 27.49%-47.7pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,932 | $2,746-29.6% | $3,636-46.9% | $2,597-25.6% |
| Participant deferral / active EE | $3,040 | $3,566-14.7% | $4,729-35.7% | $4,028-24.5% |
| Admin fee / account holder | $2,164 | $5,222-58.5% | $6,410-66.2% | $5,403-59.9% |