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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 | $16,690 | $60,349-72.3% | $74,184-77.5% | $62,881-73.5% |
| Participation rate | 80.0% | 72.7%+7.3pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | -5.76% | 21.38%-27.1pp | 17.74%-23.5pp | 20.14%-25.9pp |
| Employer contribution / active EE | $1,319 | $1,680-21.5% | $2,370-44.4% | $2,281-42.2% |
| Participant deferral / active EE | $1,627 | $2,856-43.0% | $3,550-54.2% | $3,203-49.2% |
| Admin fee / account holder | $491 | $4,261-88.5% | $5,586-91.2% | $4,296-88.6% |