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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 | $16,895 | $71,873-76.5% | $86,698-80.5% | $68,490-75.3% |
| Participation rate | 87.7% | 72.2%+15.5pp | 76.6%+11.1pp | 67.9%+19.8pp |
| Annual return | -18.84% | 3.54%-22.4pp | 35.96%-54.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $845 | $2,173-61.1% | $2,837-70.2% | $2,597-67.5% |
| Participant deferral / active EE | $2,858 | $3,779-24.4% | $4,656-38.6% | $4,028-29.0% |
| Admin fee / account holder | $4,325 | $6,110-29.2% | $7,492-42.3% | $5,403-20.0% |