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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 | $23,225 | $86,692-73.2% | $119,634-80.6% | $66,949-65.3% |
| Participation rate | 71.6% | 75.6%-4.0pp | 79.3%-7.7pp | 69.8%+1.7pp |
| Annual return | -19.05% | -8.00%-11.1pp | -14.98%-4.1pp | 1.57%-20.6pp |
| Employer contribution / active EE | $1,060 | $2,536-58.2% | $4,232-75.0% | $2,545-58.4% |
| Participant deferral / active EE | $2,563 | $4,360-41.2% | $5,601-54.2% | $4,239-39.5% |
| Admin fee / account holder | $2,265 | $755+200.0% | $10,329-78.1% | $594+281.6% |