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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 | $14,572 | $110,083-86.8% | $151,639-90.4% | $68,486-78.7% |
| Participation rate | 98.7% | 84.0%+14.8pp | 87.5%+11.2pp | 67.9%+30.8pp |
| Annual return | -31.38% | -10.12%-21.3pp | 3.34%-34.7pp | -7.85%-23.5pp |
| Employer contribution / active EE | $1,899 | $4,470-57.5% | $6,165-69.2% | $2,597-26.9% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,680 | $7,718-78.2% | $11,613-85.5% | $5,404-68.9% |