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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 | $9,523 | $64,729-85.3% | $112,263-91.5% | $68,490-86.1% |
| Participation rate | 96.4% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.5pp |
| Annual return | -20.60% | -11.40%-9.2pp | 27.49%-48.1pp | -7.85%-12.7pp |
| Employer contribution / active EE | $2,165 | $2,746-21.2% | $3,636-40.5% | $2,597-16.6% |
| Participant deferral / active EE | $4,645 | $3,566+30.3% | $4,729-1.8% | $4,028+15.3% |
| Admin fee / account holder | $1,103 | $5,222-78.9% | $6,410-82.8% | $5,403-79.6% |