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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 | $12,335 | $54,162-77.2% | $68,612-82.0% | $64,173-80.8% |
| Participation rate | 93.9% | 68.1%+25.9pp | 72.2%+21.7pp | 69.6%+24.4pp |
| Annual return | -14.65% | -1.62%-13.0pp | -4.63%-10.0pp | 7.63%-22.3pp |
| Employer contribution / active EE | $1,851 | $1,846+0.3% | $2,625-29.5% | $2,381-22.3% |
| Participant deferral / active EE | $5,067 | $2,626+92.9% | $3,311+53.0% | $3,470+46.0% |
| Admin fee / account holder | $453 | $4,029-88.8% | $5,131-91.2% | $4,887-90.7% |