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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 | $14,746 | $77,816-81.1% | $123,552-88.1% | $64,173-77.0% |
| Participation rate | 70.6% | 74.7%-4.1pp | 82.3%-11.7pp | 69.6%+1.0pp |
| Annual return | -17.11% | 12.49%-29.6pp | 119.20%-136.3pp | 7.63%-24.7pp |
| Employer contribution / active EE | $1,483 | $3,014-50.8% | $4,628-68.0% | $2,381-37.7% |
| Participant deferral / active EE | $3,974 | $5,240-24.2% | $6,426-38.2% | $3,470+14.5% |
| Admin fee / account holder | $306 | $5,519-94.5% | $9,285-96.7% | $4,887-93.7% |