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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 | $8,800 | $46,689-81.2% | $117,498-92.5% | $68,495-87.2% |
| Participation rate | 96.1% | 56.8%+39.3pp | 70.6%+25.5pp | 67.9%+28.2pp |
| Annual return | -21.03% | -14.52%-6.5pp | 29.75%-50.8pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,375 | $1,505+57.8% | $4,178-43.2% | $2,596-8.5% |
| Participant deferral / active EE | $3,868 | $2,637+46.7% | $4,071-5.0% | $4,028-4.0% |
| Admin fee / account holder | $804 | $4,021-80.0% | $5,646-85.8% | $5,403-85.1% |