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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 | $13,330 | $81,870-83.7% | $119,634-88.9% | $68,490-80.5% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -19.08% | -23.82%+4.7pp | -14.98%-4.1pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,165 | $2,692-19.6% | $4,232-48.8% | $2,597-16.6% |
| Participant deferral / active EE | $5,325 | $4,148+28.4% | $5,601-4.9% | $4,028+32.2% |
| Admin fee / account holder | $574 | $6,583-91.3% | $10,329-94.4% | $5,403-89.4% |