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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 | $26,912 | $140,592-80.9% | $123,105-78.1% | $125,389-78.5% |
| Participation rate | 72.2% | 88.2%-16.0pp | 86.8%-14.6pp | 83.2%-11.0pp |
| Annual return | -14.07% | 16.80%-30.9pp | 13.22%-27.3pp | 282.24%-296.3pp |
| Employer contribution / active EE | $1,833 | $6,041-69.7% | $5,151-64.4% | $4,866-62.3% |
| Participant deferral / active EE | $2,967 | $6,980-57.5% | $6,229-52.4% | $5,352-44.6% |
| Admin fee / account holder | $2,992 | $11,198-73.3% | $9,014-66.8% | $9,541-68.6% |