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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 | $21,917 | $81,870-73.2% | $119,634-81.7% | $68,490-68.0% |
| Participation rate | 72.4% | 71.9%+0.5pp | 79.3%-6.9pp | 67.9%+4.5pp |
| Annual return | -19.97% | -23.82%+3.8pp | -14.98%-5.0pp | -7.85%-12.1pp |
| Employer contribution / active EE | $744 | $2,692-72.4% | $4,232-82.4% | $2,597-71.3% |
| Participant deferral / active EE | $2,791 | $4,148-32.7% | $5,601-50.2% | $4,028-30.7% |
| Admin fee / account holder | $742 | $6,583-88.7% | $10,329-92.8% | $5,403-86.3% |