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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 | $25,802 | $110,083-76.6% | $151,639-83.0% | $68,486-62.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 87.5%-4.2pp | 67.9%+15.4pp |
| Annual return | -20.00% | -10.12%-9.9pp | 3.34%-23.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,243 | $4,470-49.8% | $6,165-63.6% | $2,597-13.6% |
| Participant deferral / active EE | $5,563 | $6,526-14.8% | $8,363-33.5% | $4,028+38.1% |
| Admin fee / account holder | $5,013 | $7,718-35.0% | $11,613-56.8% | $5,404-7.2% |