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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 | $16,313 | $64,719-74.8% | $112,249-85.5% | $68,486-76.2% |
| Participation rate | 94.1% | 67.2%+27.0pp | 75.1%+19.1pp | 67.9%+26.2pp |
| Annual return | -19.91% | -11.40%-8.5pp | 27.48%-47.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,047 | $2,747-25.5% | $3,636-43.7% | $2,597-21.2% |
| Participant deferral / active EE | $3,532 | $3,565-0.9% | $4,729-25.3% | $4,028-12.3% |
| Admin fee / account holder | $887 | $5,232-83.0% | $6,412-86.2% | $5,404-83.6% |