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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 | $11,326 | $56,339-79.9% | $104,301-89.1% | $68,486-83.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -22.16% | -9.19%-13.0pp | 24.61%-46.8pp | -7.85%-14.3pp |
| Employer contribution / active EE | $1,445 | $1,960-26.3% | $3,373-57.2% | $2,597-44.4% |
| Participant deferral / active EE | $1,665 | $3,077-45.9% | $4,626-64.0% | $4,028-58.6% |
| Admin fee / account holder | $1,392 | $4,902-71.6% | $7,340-81.0% | $5,404-74.2% |