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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 | $10,689 | $59,813-82.1% | $79,580-86.6% | $68,486-84.4% |
| Participation rate | 73.1% | 61.1%+12.0pp | 69.5%+3.6pp | 67.9%+5.2pp |
| Annual return | -21.71% | -12.30%-9.4pp | 0.15%-21.9pp | -7.85%-13.9pp |
| Employer contribution / active EE | $1,465 | $1,505-2.7% | $2,413-39.3% | $2,597-43.6% |
| Participant deferral / active EE | $2,737 | $3,024-9.5% | $3,985-31.3% | $4,028-32.0% |
| Admin fee / account holder | $1,271 | $4,835-73.7% | $6,835-81.4% | $5,404-76.5% |