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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 | $15,176 | $105,866-85.7% | $90,766-83.3% | $134,545-88.7% |
| Participation rate | 78.6% | 78.3%+0.3pp | 75.7%+2.9pp | 81.2%-2.7pp |
| Annual return | -21.08% | -10.99%-10.1pp | -12.16%-8.9pp | 418.37%-439.5pp |
| Employer contribution / active EE | $9,458 | $3,464+173.1% | $2,922+223.7% | $4,742+99.5% |
| Participant deferral / active EE | $5,399 | $5,217+3.5% | $4,565+18.3% | $6,401-15.7% |
| Admin fee / account holder | $438 | $13,938-96.9% | $8,446-94.8% | $11,431-96.2% |