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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 | $16,088 | $71,873-77.6% | $86,698-81.4% | $68,490-76.5% |
| Participation rate | 83.0% | 72.2%+10.7pp | 76.6%+6.4pp | 67.9%+15.1pp |
| Annual return | -19.64% | 3.54%-23.2pp | 35.96%-55.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,562 | $2,173-28.1% | $2,837-44.9% | $2,597-39.9% |
| Participant deferral / active EE | $3,094 | $3,779-18.1% | $4,656-33.5% | $4,028-23.2% |
| Admin fee / account holder | $2,625 | $6,110-57.0% | $7,492-65.0% | $5,403-51.4% |