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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 | $22,934 | $81,870-72.0% | $119,608-80.8% | $68,495-66.5% |
| Participation rate | 79.3% | 71.9%+7.4pp | 79.3%0pp | 67.9%+11.4pp |
| Annual return | -19.14% | -23.82%+4.7pp | -14.98%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,021 | $2,692+12.2% | $4,232-28.6% | $2,596+16.3% |
| Participant deferral / active EE | $5,857 | $4,148+41.2% | $5,601+4.6% | $4,028+45.4% |
| Admin fee / account holder | $523 | $6,583-92.1% | $10,326-94.9% | $5,403-90.3% |