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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 | $10,768 | $110,083-90.2% | $151,639-92.9% | $68,486-84.3% |
| Participation rate | 93.5% | 84.0%+9.6pp | 87.5%+6.1pp | 67.9%+25.7pp |
| Annual return | -21.50% | -10.12%-11.4pp | 3.34%-24.8pp | -7.85%-13.7pp |
| Employer contribution / active EE | $1,907 | $4,470-57.3% | $6,165-69.1% | $2,597-26.5% |
| Participant deferral / active EE | $5,694 | $6,526-12.8% | $8,363-31.9% | $4,028+41.4% |
| Admin fee / account holder | $500 | $7,718-93.5% | $11,613-95.7% | $5,404-90.7% |