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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 | $18,536 | $57,108-67.5% | $94,228-80.3% | $52,331-64.6% |
| Participation rate | 99.0% | 72.9%+26.1pp | 78.8%+20.3pp | 68.1%+30.9pp |
| Annual return | -5.91% | 1.47%-7.4pp | 10.68%-16.6pp | 4.54%-10.5pp |
| Employer contribution / active EE | $2,193 | $1,735+26.4% | $3,587-38.8% | $1,882+16.6% |
| Participant deferral / active EE | $2,453 | $3,040-19.3% | $4,320-43.2% | $3,022-18.8% |
| Admin fee / account holder | $675 | $546+23.5% | $6,269-89.2% | $592+14.1% |