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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 | $15,597 | $56,339-72.3% | $104,301-85.0% | $68,495-77.2% |
| Participation rate | 85.2% | 63.3%+22.0pp | 73.3%+12.0pp | 67.9%+17.4pp |
| Annual return | -20.95% | -9.19%-11.8pp | 24.61%-45.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,773 | $1,960-9.5% | $3,373-47.4% | $2,596-31.7% |
| Participant deferral / active EE | $3,296 | $3,077+7.1% | $4,626-28.8% | $4,028-18.2% |
| Admin fee / account holder | $2,172 | $4,902-55.7% | $7,340-70.4% | $5,403-59.8% |