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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 | $16,363 | $127,387-87.2% | $115,038-85.8% | $125,389-87.0% |
| Participation rate | 78.9% | 84.2%-5.2pp | 81.4%-2.4pp | 83.2%-4.2pp |
| Annual return | -8.07% | 31.28%-39.3pp | 26.14%-34.2pp | 282.24%-290.3pp |
| Employer contribution / active EE | $1,976 | $5,166-61.8% | $4,608-57.1% | $4,866-59.4% |
| Participant deferral / active EE | $3,278 | $6,423-49.0% | $6,026-45.6% | $5,352-38.7% |
| Admin fee / account holder | $2,488 | $9,516-73.9% | $8,175-69.6% | $9,541-73.9% |