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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 | $23,298 | $71,873-67.6% | $86,698-73.1% | $68,490-66.0% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -24.28% | 3.54%-27.8pp | 35.96%-60.2pp | -7.85%-16.4pp |
| Employer contribution / active EE | $1,499 | $2,173-31.0% | $2,837-47.2% | $2,597-42.3% |
| Participant deferral / active EE | $2,277 | $3,779-39.8% | $4,656-51.1% | $4,028-43.5% |
| Admin fee / account holder | $373 | $6,110-93.9% | $7,492-95.0% | $5,403-93.1% |