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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 | $17,855 | $60,989-70.7% | $60,919-70.7% | $66,949-73.3% |
| Participation rate | 75.5% | 74.5%+1.0pp | 73.1%+2.4pp | 69.8%+5.6pp |
| Annual return | -17.49% | -9.60%-7.9pp | 16.96%-34.4pp | 1.57%-19.1pp |
| Employer contribution / active EE | $1,070 | $2,661-59.8% | $2,704-60.4% | $2,545-58.0% |
| Participant deferral / active EE | $4,791 | $3,615+32.5% | $3,814+25.6% | $4,239+13.0% |
| Admin fee / account holder | $611 | $338+80.6% | $3,228-81.1% | $594+3.0% |