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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 | $13,044 | $59,834-78.2% | $79,576-83.6% | $68,495-81.0% |
| Participation rate | 86.5% | 61.1%+25.4pp | 69.5%+17.0pp | 67.9%+18.6pp |
| Annual return | -19.91% | -12.30%-7.6pp | 0.15%-20.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,055 | $1,505+36.6% | $2,413-14.8% | $2,596-20.8% |
| Participant deferral / active EE | $3,783 | $3,024+25.1% | $3,985-5.1% | $4,028-6.1% |
| Admin fee / account holder | $537 | $4,835-88.9% | $6,834-92.1% | $5,403-90.1% |