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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 | $14,173 | $69,977-79.7% | $108,582-86.9% | $62,881-77.5% |
| Participation rate | 80.0% | 72.9%+7.1pp | 79.6%+0.4pp | 69.3%+10.7pp |
| Annual return | -0.20% | 10.73%-10.9pp | -51.70%+51.5pp | 20.14%-20.3pp |
| Employer contribution / active EE | $2,944 | $2,135+37.9% | $3,758-21.7% | $2,281+29.1% |
| Participant deferral / active EE | $4,397 | $3,165+38.9% | $4,311+2.0% | $3,203+37.3% |
| Admin fee / account holder | $2,240 | $5,076-55.9% | $7,645-70.7% | $4,296-47.9% |