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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 | $17,080 | $110,083-84.5% | $151,645-88.7% | $68,490-75.1% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -22.16% | -10.12%-12.0pp | 3.34%-25.5pp | -7.85%-14.3pp |
| Employer contribution / active EE | $3,502 | $4,470-21.6% | $6,165-43.2% | $2,597+34.9% |
| Participant deferral / active EE | $6,136 | $6,526-6.0% | $8,363-26.6% | $4,028+52.3% |
| Admin fee / account holder | $636 | $7,718-91.8% | $11,614-94.5% | $5,403-88.2% |