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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 | $12,855 | $59,813-78.5% | $79,580-83.8% | $68,486-81.2% |
| Participation rate | 76.0% | 61.1%+14.9pp | 69.5%+6.5pp | 67.9%+8.1pp |
| Annual return | -21.48% | -12.30%-9.2pp | 0.15%-21.6pp | -7.85%-13.6pp |
| Employer contribution / active EE | $2,556 | $1,505+69.8% | $2,413+5.9% | $2,597-1.6% |
| Participant deferral / active EE | $4,950 | $3,024+63.7% | $3,985+24.2% | $4,028+22.9% |
| Admin fee / account holder | $946 | $4,835-80.4% | $6,835-86.2% | $5,404-82.5% |