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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 | $23,260 | $71,873-67.6% | $86,698-73.2% | $68,490-66.0% |
| Participation rate | 72.7% | 72.2%+0.5pp | 76.6%-3.9pp | 67.9%+4.8pp |
| Annual return | -27.42% | 3.54%-31.0pp | 35.96%-63.4pp | -7.85%-19.6pp |
| Employer contribution / active EE | $985 | $2,173-54.7% | $2,837-65.3% | $2,597-62.1% |
| Participant deferral / active EE | $3,150 | $3,779-16.6% | $4,656-32.4% | $4,028-21.8% |
| Admin fee / account holder | $421 | $6,110-93.1% | $7,492-94.4% | $5,403-92.2% |