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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 | $12,735 | $50,947-75.0% | $74,551-82.9% | $64,173-80.2% |
| Participation rate | 76.0% | 61.1%+14.9pp | 69.1%+6.9pp | 69.6%+6.4pp |
| Annual return | -10.49% | -1.85%-8.6pp | 32.53%-43.0pp | 7.63%-18.1pp |
| Employer contribution / active EE | $971 | $1,115-12.9% | $1,961-50.5% | $2,381-59.2% |
| Participant deferral / active EE | $1,729 | $2,302-24.9% | $3,108-44.4% | $3,470-50.2% |
| Admin fee / account holder | $1,729 | $4,221-59.0% | $5,059-65.8% | $4,887-64.6% |