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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 | $13,935 | $105,866-86.8% | $90,766-84.6% | $134,545-89.6% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -21.95% | -10.99%-11.0pp | -12.16%-9.8pp | 418.37%-440.3pp |
| Employer contribution / active EE | $965 | $3,464-72.1% | $2,922-67.0% | $4,742-79.6% |
| Participant deferral / active EE | $5,443 | $5,217+4.3% | $4,565+19.2% | $6,401-15.0% |
| Admin fee / account holder | $2,868 | $13,938-79.4% | $8,446-66.0% | $11,431-74.9% |