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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 | $22,784 | $67,411-66.2% | $91,004-75.0% | $70,126-67.5% |
| Participation rate | 86.7% | 71.4%+15.3pp | 75.6%+11.1pp | 69.5%+17.1pp |
| Annual return | 8.88% | -40.16%+49.0pp | 4.60%+4.3pp | 73.15%-64.3pp |
| Employer contribution / active EE | $1,094 | $1,786-38.7% | $2,456-55.4% | $2,343-53.3% |
| Participant deferral / active EE | $2,333 | $2,823-17.4% | $3,548-34.2% | $3,332-30.0% |
| Admin fee / account holder | $1,830 | $4,236-56.8% | $5,417-66.2% | $4,645-60.6% |