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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 | $22,093 | $78,423-71.8% | $95,964-77.0% | $79,856-72.3% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | -9.34% | 19.37%-28.7pp | 91.64%-101.0pp | 31.71%-41.0pp |
| Employer contribution / active EE | $584 | $1,945-70.0% | $2,541-77.0% | $2,471-76.3% |
| Participant deferral / active EE | $2,046 | $3,440-40.5% | $4,167-50.9% | $3,741-45.3% |
| Admin fee / account holder | $2,026 | $5,622-64.0% | $6,797-70.2% | $5,306-61.8% |