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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 | $22,283 | $71,878-69.0% | $86,698-74.3% | $68,486-67.5% |
| Participation rate | 86.4% | 72.2%+14.2pp | 76.6%+9.8pp | 67.9%+18.5pp |
| Annual return | -23.58% | 3.53%-27.1pp | 35.95%-59.5pp | -7.85%-15.7pp |
| Employer contribution / active EE | $1,800 | $2,173-17.2% | $2,837-36.5% | $2,597-30.7% |
| Participant deferral / active EE | $2,479 | $3,779-34.4% | $4,656-46.8% | $4,028-38.4% |
| Admin fee / account holder | $1,155 | $6,113-81.1% | $7,493-84.6% | $5,404-78.6% |