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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 | $11,379 | $49,280-76.9% | $67,313-83.1% | $64,173-82.3% |
| Participation rate | 84.8% | 60.8%+24.0pp | 69.1%+15.7pp | 69.6%+15.2pp |
| Annual return | -14.16% | -1.39%-12.8pp | -4.08%-10.1pp | 7.63%-21.8pp |
| Employer contribution / active EE | $1,499 | $1,668-10.1% | $2,566-41.6% | $2,381-37.0% |
| Participant deferral / active EE | $2,147 | $2,484-13.6% | $3,568-39.8% | $3,470-38.1% |
| Admin fee / account holder | $1,770 | $3,863-54.2% | $4,507-60.7% | $4,887-63.8% |