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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 | $18,067 | $83,908-78.5% | $68,509-73.6% | $125,389-85.6% |
| Participation rate | 71.4% | 78.2%-6.7pp | 74.7%-3.3pp | 83.2%-11.8pp |
| Annual return | -3.76% | 14.48%-18.2pp | 8.27%-12.0pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,830 | $3,031-39.6% | $2,278-19.7% | $4,866-62.4% |
| Participant deferral / active EE | $6,714 | $4,125+62.8% | $3,382+98.5% | $5,352+25.5% |
| Admin fee / account holder | $1,647 | $8,982-81.7% | $5,275-68.8% | $9,541-82.7% |