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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 | $14,214 | $64,719-78.0% | $112,249-87.3% | $68,486-79.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -20.65% | -11.40%-9.2pp | 27.48%-48.1pp | -7.85%-12.8pp |
| Employer contribution / active EE | $2,515 | $2,747-8.4% | $3,636-30.8% | $2,597-3.2% |
| Participant deferral / active EE | $3,937 | $3,565+10.4% | $4,729-16.7% | $4,028-2.2% |
| Admin fee / account holder | $2,034 | $5,232-61.1% | $6,412-68.3% | $5,404-62.4% |