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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 | $5,858 | $61,660-90.5% | $80,022-92.7% | $64,181-90.9% |
| Participation rate | 93.8% | 71.7%+22.1pp | 75.8%+17.9pp | 69.6%+24.2pp |
| Annual return | -15.68% | -0.33%-15.4pp | 11.22%-26.9pp | 7.63%-23.3pp |
| Employer contribution / active EE | $1,566 | $1,810-13.5% | $2,468-36.5% | $2,381-34.2% |
| Participant deferral / active EE | $2,185 | $2,968-26.4% | $3,686-40.7% | $3,470-37.0% |
| Admin fee / account holder | $846 | $5,417-84.4% | $6,521-87.0% | $4,887-82.7% |