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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 | $14,071 | $87,546-83.9% | $75,784-81.4% | $125,389-88.8% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -4.51% | 13.49%-18.0pp | 9.68%-14.2pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,322 | $3,930-66.4% | $3,323-60.2% | $4,866-72.8% |
| Participant deferral / active EE | $3,082 | $4,230-27.1% | $3,652-15.6% | $5,352-42.4% |
| Admin fee / account holder | $2,020 | $6,503-68.9% | $5,300-61.9% | $9,541-78.8% |