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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 | $17,821 | $71,872-75.2% | $86,691-79.4% | $68,495-74.0% |
| Participation rate | 78.6% | 72.2%+6.3pp | 76.6%+2.0pp | 67.9%+10.7pp |
| Annual return | -21.05% | 3.53%-24.6pp | 35.94%-57.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,633 | $2,173-24.8% | $2,837-42.4% | $2,596-37.1% |
| Participant deferral / active EE | $2,862 | $3,779-24.3% | $4,656-38.5% | $4,028-28.9% |
| Admin fee / account holder | $2,418 | $6,112-60.4% | $7,492-67.7% | $5,403-55.2% |