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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 | $27,275 | $110,083-75.2% | $151,645-82.0% | $68,490-60.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.55% | -10.12%-8.4pp | 3.34%-21.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,689 | $4,470-39.8% | $6,165-56.4% | $2,597+3.5% |
| Participant deferral / active EE | $5,363 | $6,526-17.8% | $8,363-35.9% | $4,028+33.1% |
| Admin fee / account holder | $3,480 | $7,718-54.9% | $11,614-70.0% | $5,403-35.6% |