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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 | $20,404 | $62,589-67.4% | $76,768-73.4% | $64,173-68.2% |
| Participation rate | 76.7% | 72.8%+3.9pp | 77.0%-0.2pp | 69.6%+7.2pp |
| Annual return | -7.98% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,141 | $1,832-37.7% | $2,485-54.1% | $2,381-52.1% |
| Participant deferral / active EE | $2,127 | $3,145-32.4% | $3,852-44.8% | $3,470-38.7% |
| Admin fee / account holder | $719 | $4,667-84.6% | $6,675-89.2% | $4,887-85.3% |