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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 | $11,217 | $54,162-79.3% | $68,612-83.7% | $64,173-82.5% |
| Participation rate | 77.1% | 68.1%+9.1pp | 72.2%+4.9pp | 69.6%+7.6pp |
| Annual return | -8.26% | -1.62%-6.6pp | -4.63%-3.6pp | 7.63%-15.9pp |
| Employer contribution / active EE | $580 | $1,846-68.6% | $2,625-77.9% | $2,381-75.6% |
| Participant deferral / active EE | $3,650 | $2,626+39.0% | $3,311+10.2% | $3,470+5.2% |
| Admin fee / account holder | $1,061 | $4,029-73.7% | $5,131-79.3% | $4,887-78.3% |