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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 | $9,872 | $59,819-83.5% | $79,583-87.6% | $68,490-85.6% |
| Participation rate | 72.9% | 61.1%+11.9pp | 69.5%+3.4pp | 67.9%+5.0pp |
| Annual return | -36.97% | -12.30%-24.7pp | 0.16%-37.1pp | -7.85%-29.1pp |
| Employer contribution / active EE | $1,637 | $1,505+8.8% | $2,414-32.2% | $2,597-36.9% |
| Participant deferral / active EE | $3,808 | $3,025+25.9% | $3,986-4.5% | $4,028-5.5% |
| Admin fee / account holder | $1,651 | $4,835-65.8% | $6,835-75.8% | $5,403-69.4% |