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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 | $13,273 | $54,726-75.7% | $68,793-80.7% | $64,181-79.3% |
| Participation rate | 80.6% | 68.0%+12.6pp | 72.2%+8.4pp | 69.6%+11.0pp |
| Annual return | -8.54% | -1.62%-6.9pp | -4.63%-3.9pp | 7.63%-16.2pp |
| Employer contribution / active EE | $430 | $1,846-76.7% | $2,625-83.6% | $2,381-81.9% |
| Participant deferral / active EE | $1,152 | $2,626-56.1% | $3,311-65.2% | $3,470-66.8% |
| Admin fee / account holder | $741 | $4,027-81.6% | $5,131-85.6% | $4,887-84.8% |