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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 | $14,892 | $81,487-81.7% | $102,412-85.5% | $80,935-81.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -16.91% | 25.60%-42.5pp | 24.94%-41.9pp | 35.66%-52.6pp |
| Employer contribution / active EE | $2,763 | $3,103-11.0% | $3,870-28.6% | $2,757+0.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,777 | $6,717+15.8% | $8,388-7.3% | $6,924+12.3% |