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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 | $21,407 | $61,660-65.3% | $80,022-73.2% | $64,181-66.6% |
| Participation rate | 84.0% | 71.7%+12.3pp | 75.8%+8.2pp | 69.6%+14.4pp |
| Annual return | -8.73% | -0.33%-8.4pp | 11.22%-20.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,982 | $2,968+135.3% | $3,686+89.4% | $3,470+101.2% |
| Admin fee / account holder | $1,066 | $5,417-80.3% | $6,521-83.6% | $4,887-78.2% |