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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 | $11,882 | $62,586-81.0% | $76,766-84.5% | $64,181-81.5% |
| Participation rate | 75.6% | 72.8%+2.7pp | 77.0%-1.4pp | 69.6%+6.0pp |
| Annual return | -8.09% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,787 | $1,832-2.5% | $2,485-28.1% | $2,381-25.0% |
| Participant deferral / active EE | $2,483 | $3,145-21.1% | $3,851-35.5% | $3,470-28.4% |
| Admin fee / account holder | $593 | $4,667-87.3% | $6,675-91.1% | $4,887-87.9% |