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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 | $28,680 | $140,592-79.6% | $123,105-76.7% | $125,389-77.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -3.62% | 16.80%-20.4pp | 13.22%-16.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $2,173 | $6,041-64.0% | $5,151-57.8% | $4,866-55.4% |
| Participant deferral / active EE | $7,172 | $6,980+2.8% | $6,229+15.1% | $5,352+34.0% |
| Admin fee / account holder | $1,646 | $11,198-85.3% | $9,014-81.7% | $9,541-82.8% |