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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 | $13,494 | $61,660-78.1% | $80,022-83.1% | $64,173-79.0% |
| Participation rate | 71.4% | 71.7%-0.3pp | 75.8%-4.4pp | 69.6%+1.9pp |
| Annual return | -10.07% | -0.33%-9.7pp | 11.22%-21.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,419 | $1,810-21.6% | $2,468-42.5% | $2,381-40.4% |
| Participant deferral / active EE | $2,008 | $2,968-32.3% | $3,686-45.5% | $3,470-42.1% |
| Admin fee / account holder | $1,049 | $5,417-80.6% | $6,521-83.9% | $4,887-78.5% |