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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 | $16,246 | $110,083-85.2% | $151,628-89.3% | $68,495-76.3% |
| Participation rate | 94.7% | 84.0%+10.8pp | 87.5%+7.2pp | 67.9%+26.8pp |
| Annual return | -24.72% | -10.12%-14.6pp | 3.34%-28.1pp | -7.84%-16.9pp |
| Employer contribution / active EE | $4,445 | $4,470-0.6% | $6,165-27.9% | $2,596+71.2% |
| Participant deferral / active EE | $6,304 | $6,526-3.4% | $8,363-24.6% | $4,028+56.5% |
| Admin fee / account holder | $550 | $7,718-92.9% | $11,613-95.3% | $5,403-89.8% |