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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 | $10,399 | $60,989-82.9% | $60,899-82.9% | $66,930-84.5% |
| Participation rate | 97.3% | 74.5%+22.8pp | 73.1%+24.2pp | 69.8%+27.5pp |
| Annual return | -17.26% | -9.60%-7.7pp | 16.92%-34.2pp | 1.57%-18.8pp |
| Employer contribution / active EE | $1,430 | $2,661-46.2% | $2,702-47.1% | $2,545-43.8% |
| Participant deferral / active EE | $1,761 | $3,615-51.3% | $3,817-53.9% | $4,238-58.5% |
| Admin fee / account holder | $1,437 | $338+324.6% | $3,225-55.4% | $593+142.2% |