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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 | $13,218 | $59,813-77.9% | $79,580-83.4% | $68,486-80.7% |
| Participation rate | 86.6% | 61.1%+25.5pp | 69.5%+17.1pp | 67.9%+18.7pp |
| Annual return | -19.59% | -12.30%-7.3pp | 0.15%-19.7pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,986 | $1,505+31.9% | $2,413-17.7% | $2,597-23.5% |
| Participant deferral / active EE | $2,691 | $3,024-11.0% | $3,985-32.5% | $4,028-33.2% |
| Admin fee / account holder | $3,562 | $4,835-26.3% | $6,835-47.9% | $5,404-34.1% |