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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 | $16,932 | $61,660-72.5% | $80,022-78.8% | $64,181-73.6% |
| Participation rate | 88.5% | 71.7%+16.8pp | 75.8%+12.6pp | 69.6%+18.9pp |
| Annual return | -10.34% | -0.33%-10.0pp | 11.22%-21.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,058 | $1,810-41.5% | $2,468-57.1% | $2,381-55.5% |
| Participant deferral / active EE | $2,393 | $2,968-19.3% | $3,686-35.1% | $3,470-31.0% |
| Admin fee / account holder | $1,315 | $5,417-75.7% | $6,521-79.8% | $4,887-73.1% |