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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 | $14,317 | $59,834-76.1% | $79,576-82.0% | $68,495-79.1% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.5%+14.5pp | 67.9%+16.1pp |
| Annual return | -19.90% | -12.30%-7.6pp | 0.15%-20.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,112 | $1,505+40.3% | $2,413-12.5% | $2,596-18.7% |
| Participant deferral / active EE | $2,173 | $3,024-28.1% | $3,985-45.5% | $4,028-46.0% |
| Admin fee / account holder | $629 | $4,835-87.0% | $6,834-90.8% | $5,403-88.4% |