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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 | $9,896 | $64,716-84.7% | $112,258-91.2% | $68,495-85.6% |
| Participation rate | 73.3% | 67.2%+6.2pp | 75.1%-1.7pp | 67.9%+5.4pp |
| Annual return | -20.09% | -11.40%-8.7pp | 27.47%-47.6pp | -7.84%-12.2pp |
| Employer contribution / active EE | $3,705 | $2,746+34.9% | $3,636+1.9% | $2,596+42.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,318 | $5,232-74.8% | $6,411-79.4% | $5,403-75.6% |