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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 | $30,148 | $110,083-72.6% | $151,639-80.1% | $68,486-56.0% |
| Participation rate | 80.6% | 84.0%-3.3pp | 87.5%-6.8pp | 67.9%+12.8pp |
| Annual return | -19.70% | -10.12%-9.6pp | 3.34%-23.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $5,669 | $4,470+26.8% | $6,165-8.1% | $2,597+118.3% |
| Participant deferral / active EE | $10,794 | $6,526+65.4% | $8,363+29.1% | $4,028+168.0% |
| Admin fee / account holder | $4,871 | $7,718-36.9% | $11,613-58.1% | $5,404-9.9% |