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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 | $16,845 | $72,388-76.7% | $111,392-84.9% | $64,173-73.8% |
| Participation rate | 84.0% | 70.5%+13.5pp | 78.9%+5.1pp | 69.6%+14.4pp |
| Annual return | -8.81% | -1.50%-7.3pp | -2.06%-6.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,353 | $3,000-21.6% | $4,328-45.6% | $2,381-1.2% |
| Participant deferral / active EE | $3,958 | $4,241-6.7% | $5,567-28.9% | $3,470+14.1% |
| Admin fee / account holder | $1,661 | $5,719-71.0% | $12,266-86.5% | $4,887-66.0% |