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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 | $9,894 | $71,878-86.2% | $86,698-88.6% | $68,486-85.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -24.30% | 3.53%-27.8pp | 35.95%-60.3pp | -7.85%-16.4pp |
| Employer contribution / active EE | $1,677 | $2,173-22.8% | $2,837-40.9% | $2,597-35.4% |
| Participant deferral / active EE | $1,903 | $3,779-49.7% | $4,656-59.1% | $4,028-52.8% |
| Admin fee / account holder | $380 | $6,113-93.8% | $7,493-94.9% | $5,404-93.0% |