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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 | $21,823 | $61,660-64.6% | $80,022-72.7% | $64,173-66.0% |
| Participation rate | 81.3% | 71.7%+9.6pp | 75.8%+5.4pp | 69.6%+11.7pp |
| Annual return | -10.95% | -0.33%-10.6pp | 11.22%-22.2pp | 7.63%-18.6pp |
| Employer contribution / active EE | $2,197 | $1,810+21.3% | $2,468-11.0% | $2,381-7.7% |
| Participant deferral / active EE | $4,236 | $2,968+42.7% | $3,686+14.9% | $3,470+22.1% |
| Admin fee / account holder | $629 | $5,417-88.4% | $6,521-90.4% | $4,887-87.1% |