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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 | $13,670 | $64,719-78.9% | $112,249-87.8% | $68,486-80.0% |
| Participation rate | 87.1% | 67.2%+19.9pp | 75.1%+12.0pp | 67.9%+19.2pp |
| Annual return | -22.01% | -11.40%-10.6pp | 27.48%-49.5pp | -7.85%-14.2pp |
| Employer contribution / active EE | $5,978 | $2,747+117.7% | $3,636+64.4% | $2,597+130.2% |
| Participant deferral / active EE | $1,898 | $3,565-46.8% | $4,729-59.9% | $4,028-52.9% |
| Admin fee / account holder | $1,401 | $5,232-73.2% | $6,412-78.2% | $5,404-74.1% |