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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 | $15,219 | $59,819-74.6% | $79,583-80.9% | $68,490-77.8% |
| Participation rate | 96.0% | 61.1%+34.9pp | 69.5%+26.5pp | 67.9%+28.1pp |
| Annual return | -20.99% | -12.30%-8.7pp | 0.16%-21.2pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,645 | $1,505+9.2% | $2,414-31.9% | $2,597-36.7% |
| Participant deferral / active EE | $5,337 | $3,025+76.4% | $3,986+33.9% | $4,028+32.5% |
| Admin fee / account holder | $2,088 | $4,835-56.8% | $6,835-69.4% | $5,403-61.3% |