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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 | $13,046 | $64,719-79.8% | $112,249-88.4% | $68,486-81.0% |
| Participation rate | 85.5% | 67.2%+18.3pp | 75.1%+10.4pp | 67.9%+17.6pp |
| Annual return | -19.95% | -11.40%-8.5pp | 27.48%-47.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,207 | $2,747-56.0% | $3,636-66.8% | $2,597-53.5% |
| Participant deferral / active EE | $3,885 | $3,565+9.0% | $4,729-17.8% | $4,028-3.5% |
| Admin fee / account holder | $1,848 | $5,232-64.7% | $6,412-71.2% | $5,404-65.8% |