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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 | $19,089 | $71,872-73.4% | $86,691-78.0% | $68,495-72.1% |
| Participation rate | 73.0% | 72.2%+0.8pp | 76.6%-3.6pp | 67.9%+5.1pp |
| Annual return | -20.71% | 3.53%-24.2pp | 35.94%-56.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,212 | $2,173+1.8% | $2,837-22.0% | $2,596-14.8% |
| Participant deferral / active EE | $4,721 | $3,779+24.9% | $4,656+1.4% | $4,028+17.2% |
| Admin fee / account holder | $969 | $6,112-84.1% | $7,492-87.1% | $5,403-82.1% |