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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 | $26,296 | $110,083-76.1% | $151,639-82.7% | $68,486-61.6% |
| Participation rate | 93.1% | 84.0%+9.2pp | 87.5%+5.6pp | 67.9%+25.2pp |
| Annual return | -22.27% | -10.12%-12.2pp | 3.34%-25.6pp | -7.85%-14.4pp |
| Employer contribution / active EE | $3,509 | $4,470-21.5% | $6,165-43.1% | $2,597+35.1% |
| Participant deferral / active EE | $9,262 | $6,526+41.9% | $8,363+10.7% | $4,028+130.0% |
| Admin fee / account holder | $672 | $7,718-91.3% | $11,613-94.2% | $5,404-87.6% |