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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 | $15,756 | $62,583-74.8% | $76,767-79.5% | $64,173-75.4% |
| Participation rate | 96.5% | 72.8%+23.7pp | 77.0%+19.5pp | 69.6%+26.9pp |
| Annual return | -10.54% | -1.95%-8.6pp | 2.43%-13.0pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,348 | $1,832-26.4% | $2,485-45.7% | $2,381-43.4% |
| Participant deferral / active EE | $1,985 | $3,145-36.9% | $3,852-48.5% | $3,470-42.8% |
| Admin fee / account holder | $928 | $4,667-80.1% | $6,675-86.1% | $4,887-81.0% |