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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 | $16,592 | $79,633-79.2% | $93,759-82.3% | $68,486-75.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -28.85% | -0.10%-28.8pp | -11.33%-17.5pp | -7.85%-21.0pp |
| Employer contribution / active EE | $1,441 | $3,665-60.7% | $4,324-66.7% | $2,597-44.5% |
| Participant deferral / active EE | $3,348 | $5,158-35.1% | $6,096-45.1% | $4,028-16.9% |
| Admin fee / account holder | $960 | $6,871-86.0% | $7,197-86.7% | $5,404-82.2% |