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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 | $12,113 | $59,813-79.7% | $79,580-84.8% | $68,486-82.3% |
| Participation rate | 80.8% | 61.1%+19.7pp | 69.5%+11.3pp | 67.9%+12.9pp |
| Annual return | -23.61% | -12.30%-11.3pp | 0.15%-23.8pp | -7.85%-15.8pp |
| Employer contribution / active EE | $2,450 | $1,505+62.7% | $2,413+1.5% | $2,597-5.7% |
| Participant deferral / active EE | $5,285 | $3,024+74.7% | $3,985+32.6% | $4,028+31.2% |
| Admin fee / account holder | $580 | $4,835-88.0% | $6,835-91.5% | $5,404-89.3% |