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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 | $17,249 | $61,660-72.0% | $80,022-78.4% | $64,173-73.1% |
| Participation rate | 87.8% | 71.7%+16.1pp | 75.8%+11.9pp | 69.6%+18.2pp |
| Annual return | -7.61% | -0.33%-7.3pp | 11.22%-18.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $510 | $1,810-71.8% | $2,468-79.3% | $2,381-78.6% |
| Participant deferral / active EE | $1,482 | $2,968-50.1% | $3,686-59.8% | $3,470-57.3% |
| Admin fee / account holder | $330 | $5,417-93.9% | $6,521-94.9% | $4,887-93.3% |