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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 | $16,474 | $73,009-77.4% | $90,756-81.8% | $68,495-75.9% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -19.83% | -13.81%-6.0pp | -12.16%-7.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,473 | $2,193+12.8% | $2,922-15.3% | $2,596-4.7% |
| Participant deferral / active EE | $3,752 | $3,626+3.5% | $4,565-17.8% | $4,028-6.9% |
| Admin fee / account holder | $1,565 | $5,896-73.4% | $8,445-81.5% | $5,403-71.0% |