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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 | $12,818 | $56,544-77.3% | $75,501-83.0% | $70,126-81.7% |
| Participation rate | 96.9% | 68.1%+28.8pp | 72.4%+24.5pp | 69.5%+27.3pp |
| Annual return | -14.48% | 23.59%-38.1pp | 27.35%-41.8pp | 73.15%-87.6pp |
| Employer contribution / active EE | $978 | $1,817-46.1% | $2,352-58.4% | $2,343-58.2% |
| Participant deferral / active EE | $1,252 | $2,580-51.5% | $3,142-60.2% | $3,332-62.4% |
| Admin fee / account holder | $5,501 | $3,827+43.8% | $5,801-5.2% | $4,645+18.4% |