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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 | $12,423 | $64,719-80.8% | $112,249-88.9% | $68,486-81.9% |
| Participation rate | 78.1% | 67.2%+11.0pp | 75.1%+3.1pp | 67.9%+10.2pp |
| Annual return | -21.68% | -11.40%-10.3pp | 27.48%-49.2pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,835 | $2,747-33.2% | $3,636-49.5% | $2,597-29.3% |
| Participant deferral / active EE | $4,258 | $3,565+19.4% | $4,729-10.0% | $4,028+5.7% |
| Admin fee / account holder | $394 | $5,232-92.5% | $6,412-93.8% | $5,404-92.7% |