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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 | $13,105 | $56,484-76.8% | $169,452-92.3% | $64,173-79.6% |
| Participation rate | 81.8% | 64.5%+17.3pp | 77.8%+4.0pp | 69.6%+12.2pp |
| Annual return | -12.79% | -1.55%-11.2pp | 1.83%-14.6pp | 7.63%-20.4pp |
| Employer contribution / active EE | $4,085 | $1,832+122.9% | $4,157-1.7% | $2,381+71.6% |
| Participant deferral / active EE | $5,270 | $3,448+52.8% | $5,277-0.1% | $3,470+51.9% |
| Admin fee / account holder | $3,436 | $4,174-17.7% | $9,110-62.3% | $4,887-29.7% |