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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 | $14,903 | $71,872-79.3% | $86,691-82.8% | $68,495-78.2% |
| Participation rate | 71.7% | 72.2%-0.6pp | 76.6%-4.9pp | 67.9%+3.8pp |
| Annual return | -19.93% | 3.53%-23.5pp | 35.94%-55.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,611 | $2,173-25.9% | $2,837-43.2% | $2,596-37.9% |
| Participant deferral / active EE | $2,430 | $3,779-35.7% | $4,656-47.8% | $4,028-39.7% |
| Admin fee / account holder | $348 | $6,112-94.3% | $7,492-95.4% | $5,403-93.6% |