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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 | $17,888 | $50,958-64.9% | $74,552-76.0% | $64,181-72.1% |
| Participation rate | 72.4% | 61.1%+11.4pp | 69.1%+3.3pp | 69.6%+2.8pp |
| Annual return | -9.75% | -1.86%-7.9pp | 32.53%-42.3pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,999 | $1,115+79.2% | $1,961+1.9% | $2,381-16.0% |
| Participant deferral / active EE | $3,101 | $2,301+34.7% | $3,108-0.2% | $3,470-10.6% |
| Admin fee / account holder | $2,131 | $4,223-49.5% | $5,060-57.9% | $4,887-56.4% |