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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 | $9,705 | $50,947-81.0% | $74,549-87.0% | $64,173-84.9% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -16.13% | -1.85%-14.3pp | 32.53%-48.7pp | 7.63%-23.8pp |
| Employer contribution / active EE | $2,160 | $1,115+93.7% | $1,961+10.2% | $2,381-9.3% |
| Participant deferral / active EE | $3,493 | $2,302+51.8% | $3,108+12.4% | $3,470+0.7% |
| Admin fee / account holder | $1,227 | $4,221-70.9% | $5,059-75.7% | $4,887-74.9% |