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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 | $16,721 | $71,872-76.7% | $86,691-80.7% | $68,495-75.6% |
| Participation rate | 96.3% | 72.2%+24.1pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | -21.85% | 3.53%-25.4pp | 35.94%-57.8pp | -7.84%-14.0pp |
| Employer contribution / active EE | $2,123 | $2,173-2.3% | $2,837-25.2% | $2,596-18.2% |
| Participant deferral / active EE | $6,346 | $3,779+67.9% | $4,656+36.3% | $4,028+57.6% |
| Admin fee / account holder | $1,697 | $6,112-72.2% | $7,492-77.4% | $5,403-68.6% |