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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 | $21,021 | $81,870-74.3% | $119,622-82.4% | $68,486-69.3% |
| Participation rate | 70.8% | 71.9%-1.1pp | 79.3%-8.4pp | 67.9%+2.9pp |
| Annual return | -21.54% | -23.82%+2.3pp | -14.98%-6.6pp | -7.85%-13.7pp |
| Employer contribution / active EE | $7,349 | $2,692+173.0% | $4,232+73.6% | $2,597+183.0% |
| Participant deferral / active EE | $3,804 | $4,148-8.3% | $5,601-32.1% | $4,028-5.5% |
| Admin fee / account holder | $746 | $6,583-88.7% | $10,328-92.8% | $5,404-86.2% |