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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 | $14,781 | $71,878-79.4% | $86,698-83.0% | $68,486-78.4% |
| Participation rate | 78.6% | 72.2%+6.3pp | 76.6%+2.0pp | 67.9%+10.7pp |
| Annual return | -19.08% | 3.53%-22.6pp | 35.95%-55.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,098 | $2,173-49.5% | $2,837-61.3% | $2,597-57.7% |
| Participant deferral / active EE | $1,987 | $3,779-47.4% | $4,656-57.3% | $4,028-50.7% |
| Admin fee / account holder | $535 | $6,113-91.2% | $7,493-92.9% | $5,404-90.1% |