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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 | $25,142 | $69,977-64.1% | $108,582-76.8% | $62,881-60.0% |
| Participation rate | 71.0% | 72.9%-1.9pp | 79.6%-8.6pp | 69.3%+1.7pp |
| Annual return | -4.41% | 10.73%-15.1pp | -51.70%+47.3pp | 20.14%-24.6pp |
| Employer contribution / active EE | $971 | $2,135-54.5% | $3,758-74.2% | $2,281-57.4% |
| Participant deferral / active EE | $2,230 | $3,165-29.5% | $4,311-48.3% | $3,203-30.4% |
| Admin fee / account holder | $2,366 | $5,076-53.4% | $7,645-69.1% | $4,296-44.9% |