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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 | $16,083 | $92,219-82.6% | $76,768-79.1% | $135,379-88.1% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -9.50% | 5.46%-15.0pp | 2.43%-11.9pp | 519.79%-529.3pp |
| Employer contribution / active EE | $1,635 | $3,216-49.1% | $2,485-34.2% | $4,779-65.8% |
| Participant deferral / active EE | $3,631 | $4,508-19.5% | $3,852-5.7% | $5,609-35.3% |
| Admin fee / account holder | $2,991 | $10,749-72.2% | $6,675-55.2% | $10,828-72.4% |