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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 | $14,637 | $81,870-82.1% | $119,622-87.8% | $68,486-78.6% |
| Participation rate | 84.6% | 71.9%+12.7pp | 79.3%+5.4pp | 67.9%+16.7pp |
| Annual return | -21.72% | -23.82%+2.1pp | -14.98%-6.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $3,634 | $2,692+35.0% | $4,232-14.1% | $2,597+39.9% |
| Participant deferral / active EE | $5,396 | $4,148+30.1% | $5,601-3.7% | $4,028+34.0% |
| Admin fee / account holder | $332 | $6,583-95.0% | $10,328-96.8% | $5,404-93.9% |