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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 | $15,708 | $105,867-85.2% | $90,760-82.7% | $134,532-88.3% |
| Participation rate | 81.8% | 78.3%+3.6pp | 75.7%+6.1pp | 81.2%+0.6pp |
| Annual return | -21.59% | -10.99%-10.6pp | -12.16%-9.4pp | 418.27%-439.9pp |
| Employer contribution / active EE | $830 | $3,464-76.0% | $2,922-71.6% | $4,741-82.5% |
| Participant deferral / active EE | $1,880 | $5,217-64.0% | $4,565-58.8% | $6,401-70.6% |
| Admin fee / account holder | $787 | $13,936-94.4% | $8,444-90.7% | $11,429-93.1% |