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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 | $22,926 | $110,083-79.2% | $151,645-84.9% | $68,490-66.5% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -33.54% | -10.12%-23.4pp | 3.34%-36.9pp | -7.85%-25.7pp |
| Employer contribution / active EE | $2,052 | $4,470-54.1% | $6,165-66.7% | $2,597-21.0% |
| Participant deferral / active EE | $4,092 | $6,526-37.3% | $8,363-51.1% | $4,028+1.6% |
| Admin fee / account holder | $3,507 | $7,718-54.6% | $11,614-69.8% | $5,403-35.1% |