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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 | $8,355 | $42,383-80.3% | $76,523-89.1% | $64,181-87.0% |
| Participation rate | 75.0% | 58.1%+16.9pp | 68.0%+7.0pp | 69.6%+5.4pp |
| Annual return | -10.56% | -16.54%+6.0pp | -0.27%-10.3pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,180 | $1,563-24.5% | $2,647-55.4% | $2,381-50.4% |
| Participant deferral / active EE | $1,482 | $2,566-42.3% | $3,835-61.4% | $3,470-57.3% |
| Admin fee / account holder | $1,182 | $3,198-63.0% | $4,848-75.6% | $4,887-75.8% |