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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 | $12,207 | $71,873-83.0% | $86,698-85.9% | $68,490-82.2% |
| Participation rate | 85.4% | 72.2%+13.2pp | 76.6%+8.8pp | 67.9%+17.5pp |
| Annual return | -19.77% | 3.54%-23.3pp | 35.96%-55.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,701 | $2,173-21.8% | $2,837-40.1% | $2,597-34.5% |
| Participant deferral / active EE | $3,884 | $3,779+2.8% | $4,656-16.6% | $4,028-3.6% |
| Admin fee / account holder | $1,801 | $6,110-70.5% | $7,492-76.0% | $5,403-66.7% |