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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 | $13,592 | $53,774-74.7% | $134,162-89.9% | $79,856-83.0% |
| Participation rate | 72.1% | 58.8%+13.4pp | 72.2%-0.1pp | 69.6%+2.5pp |
| Annual return | -4.74% | 19.01%-23.7pp | 36.35%-41.1pp | 31.71%-36.5pp |
| Employer contribution / active EE | $1,265 | $1,322-4.3% | $3,705-65.9% | $2,471-48.8% |
| Participant deferral / active EE | $2,313 | $2,420-4.4% | $3,500-33.9% | $3,741-38.2% |
| Admin fee / account holder | $4,976 | $3,985+24.9% | $6,685-25.6% | $5,306-6.2% |