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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 | $15,090 | $71,872-79.0% | $86,691-82.6% | $68,495-78.0% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -20.27% | 3.53%-23.8pp | 35.94%-56.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,156 | $2,173-0.8% | $2,837-24.0% | $2,596-17.0% |
| Participant deferral / active EE | $4,830 | $3,779+27.8% | $4,656+3.7% | $4,028+19.9% |
| Admin fee / account holder | $502 | $6,112-91.8% | $7,492-93.3% | $5,403-90.7% |