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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 | $13,506 | $50,947-73.5% | $74,549-81.9% | $64,173-79.0% |
| Participation rate | 95.6% | 61.1%+34.5pp | 69.1%+26.4pp | 69.6%+26.0pp |
| Annual return | -10.72% | -1.85%-8.9pp | 32.53%-43.3pp | 7.63%-18.4pp |
| Employer contribution / active EE | $2,960 | $1,115+165.4% | $1,961+51.0% | $2,381+24.3% |
| Participant deferral / active EE | $1,599 | $2,302-30.5% | $3,108-48.5% | $3,470-53.9% |
| Admin fee / account holder | $1,054 | $4,221-75.0% | $5,059-79.2% | $4,887-78.4% |