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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 | $16,391 | $59,813-72.6% | $79,580-79.4% | $68,486-76.1% |
| Participation rate | 70.5% | 61.1%+9.4pp | 69.5%+1.0pp | 67.9%+2.6pp |
| Annual return | -20.14% | -12.30%-7.8pp | 0.15%-20.3pp | -7.85%-12.3pp |
| Employer contribution / active EE | $515 | $1,505-65.8% | $2,413-78.6% | $2,597-80.2% |
| Participant deferral / active EE | $4,524 | $3,024+49.6% | $3,985+13.5% | $4,028+12.3% |
| Admin fee / account holder | $655 | $4,835-86.4% | $6,835-90.4% | $5,404-87.9% |