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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 | $14,105 | $58,600-75.9% | $83,327-83.1% | $64,173-78.0% |
| Participation rate | 92.7% | 72.0%+20.6pp | 77.8%+14.9pp | 69.6%+23.1pp |
| Annual return | -12.38% | 9.66%-22.0pp | 10.64%-23.0pp | 7.63%-20.0pp |
| Employer contribution / active EE | $1,241 | $2,098-40.8% | $3,379-63.3% | $2,381-47.9% |
| Participant deferral / active EE | $3,902 | $4,656-16.2% | $5,565-29.9% | $3,470+12.4% |
| Admin fee / account holder | $1,190 | $9,282-87.2% | $7,540-84.2% | $4,887-75.7% |