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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 | $13,393 | $92,219-85.5% | $76,766-82.6% | $135,382-90.1% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -9.76% | 5.46%-15.2pp | 2.43%-12.2pp | 519.77%-529.5pp |
| Employer contribution / active EE | $1,328 | $3,216-58.7% | $2,485-46.6% | $4,779-72.2% |
| Participant deferral / active EE | $4,376 | $4,508-2.9% | $3,851+13.6% | $5,609-22.0% |
| Admin fee / account holder | $2,111 | $10,749-80.4% | $6,675-68.4% | $10,829-80.5% |