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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 | $12,912 | $64,729-80.1% | $112,263-88.5% | $68,490-81.1% |
| Participation rate | 72.2% | 67.2%+5.1pp | 75.1%-2.8pp | 67.9%+4.3pp |
| Annual return | -19.58% | -11.40%-8.2pp | 27.49%-47.1pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,414 | $2,746-48.5% | $3,636-61.1% | $2,597-45.5% |
| Participant deferral / active EE | $2,567 | $3,566-28.0% | $4,729-45.7% | $4,028-36.3% |
| Admin fee / account holder | $718 | $5,222-86.2% | $6,410-88.8% | $5,403-86.7% |