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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 | $14,408 | $55,002-73.8% | $59,883-75.9% | $56,287-74.4% |
| Participation rate | 70.0% | 75.9%-5.9pp | 74.7%-4.7pp | 69.9%+0.1pp |
| Annual return | -7.83% | 1.13%-9.0pp | 3.46%-11.3pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,049 | $2,448-57.1% | $2,722-61.5% | $2,111-50.3% |
| Participant deferral / active EE | $1,589 | $3,121-49.1% | $3,402-53.3% | $3,350-52.6% |
| Admin fee / account holder | $1,858 | $236+688.0% | $3,591-48.3% | $521+256.6% |