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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 | $20,717 | $73,009-71.6% | $90,756-77.2% | $68,495-69.8% |
| Participation rate | 97.4% | 70.8%+26.5pp | 75.7%+21.7pp | 67.9%+29.5pp |
| Annual return | -22.59% | -13.81%-8.8pp | -12.16%-10.4pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,277 | $2,193-41.7% | $2,922-56.3% | $2,596-50.8% |
| Participant deferral / active EE | $4,082 | $3,626+12.6% | $4,565-10.6% | $4,028+1.4% |
| Admin fee / account holder | $2,049 | $5,896-65.2% | $8,445-75.7% | $5,403-62.1% |