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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 | $13,800 | $113,941-87.9% | $94,229-85.4% | $125,389-89.0% |
| Participation rate | 73.3% | 82.9%-9.6pp | 78.8%-5.4pp | 83.2%-9.9pp |
| Annual return | -4.20% | 5.29%-9.5pp | 10.68%-14.9pp | 282.24%-286.4pp |
| Employer contribution / active EE | $2,934 | $4,727-37.9% | $3,587-18.2% | $4,866-39.7% |
| Participant deferral / active EE | $5,121 | $5,179-1.1% | $4,320+18.5% | $5,352-4.3% |
| Admin fee / account holder | $2,522 | $8,392-70.0% | $6,269-59.8% | $9,541-73.6% |