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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 | $20,652 | $61,660-66.5% | $80,022-74.2% | $64,173-67.8% |
| Participation rate | 86.2% | 71.7%+14.5pp | 75.8%+10.4pp | 69.6%+16.6pp |
| Annual return | -13.84% | -0.33%-13.5pp | 11.22%-25.1pp | 7.63%-21.5pp |
| Employer contribution / active EE | $1,650 | $1,810-8.8% | $2,468-33.1% | $2,381-30.7% |
| Participant deferral / active EE | $5,690 | $2,968+91.7% | $3,686+54.4% | $3,470+64.0% |
| Admin fee / account holder | $569 | $5,417-89.5% | $6,521-91.3% | $4,887-88.4% |