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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 | $30,939 | $110,083-71.9% | $151,628-79.6% | $68,495-54.8% |
| Participation rate | 97.4% | 84.0%+13.5pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -34.09% | -10.12%-24.0pp | 3.34%-37.4pp | -7.84%-26.2pp |
| Employer contribution / active EE | $1,653 | $4,470-63.0% | $6,165-73.2% | $2,596-36.3% |
| Participant deferral / active EE | $5,080 | $6,526-22.2% | $8,363-39.3% | $4,028+26.1% |
| Admin fee / account holder | $515 | $7,718-93.3% | $11,613-95.6% | $5,403-90.5% |