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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 | $17,736 | $50,947-65.2% | $74,551-76.2% | $64,173-72.4% |
| Participation rate | 72.7% | 61.1%+11.7pp | 69.1%+3.6pp | 69.6%+3.2pp |
| Annual return | -11.18% | -1.85%-9.3pp | 32.53%-43.7pp | 7.63%-18.8pp |
| Employer contribution / active EE | $965 | $1,115-13.4% | $1,961-50.8% | $2,381-59.4% |
| Participant deferral / active EE | $1,931 | $2,302-16.1% | $3,108-37.9% | $3,470-44.4% |
| Admin fee / account holder | $583 | $4,221-86.2% | $5,059-88.5% | $4,887-88.1% |