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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 | $24,608 | $65,453-62.4% | $86,698-71.6% | $66,938-63.2% |
| Participation rate | 94.3% | 75.5%+18.9pp | 76.6%+17.8pp | 69.8%+24.5pp |
| Annual return | -20.14% | -10.89%-9.2pp | 35.95%-56.1pp | 1.58%-21.7pp |
| Employer contribution / active EE | $1,908 | $2,154-11.4% | $2,837-32.8% | $2,545-25.1% |
| Participant deferral / active EE | $3,107 | $4,102-24.3% | $4,656-33.3% | $4,238-26.7% |
| Admin fee / account holder | $2,026 | $642+215.7% | $7,493-73.0% | $594+241.4% |