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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 | $16,853 | $64,729-74.0% | $112,263-85.0% | $68,490-75.4% |
| Participation rate | 85.7% | 67.2%+18.6pp | 75.1%+10.7pp | 67.9%+17.8pp |
| Annual return | -21.29% | -11.40%-9.9pp | 27.49%-48.8pp | -7.85%-13.4pp |
| Employer contribution / active EE | $2,246 | $2,746-18.2% | $3,636-38.2% | $2,597-13.5% |
| Participant deferral / active EE | $3,511 | $3,566-1.5% | $4,729-25.8% | $4,028-12.8% |
| Admin fee / account holder | $1,088 | $5,222-79.2% | $6,410-83.0% | $5,403-79.9% |