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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 | $14,002 | $56,894-75.4% | $84,753-83.5% | $62,881-77.7% |
| Participation rate | 71.4% | 68.5%+2.9pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | -8.52% | 6.30%-14.8pp | 22.78%-31.3pp | 20.14%-28.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,103 | $2,709-59.3% | $3,712-70.3% | $3,203-65.6% |
| Admin fee / account holder | $3,588 | $3,581+0.2% | $5,333-32.7% | $4,296-16.5% |