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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 | $14,228 | $64,716-78.0% | $112,258-87.3% | $68,495-79.2% |
| Participation rate | 76.1% | 67.2%+8.9pp | 75.1%+1.0pp | 67.9%+8.2pp |
| Annual return | -19.60% | -11.40%-8.2pp | 27.47%-47.1pp | -7.84%-11.8pp |
| Employer contribution / active EE | $815 | $2,746-70.3% | $3,636-77.6% | $2,596-68.6% |
| Participant deferral / active EE | $2,337 | $3,565-34.4% | $4,728-50.6% | $4,028-42.0% |
| Admin fee / account holder | $2,047 | $5,232-60.9% | $6,411-68.1% | $5,403-62.1% |