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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 | $20,856 | $71,878-71.0% | $86,698-75.9% | $68,486-69.5% |
| Participation rate | 90.7% | 72.2%+18.4pp | 76.6%+14.1pp | 67.9%+22.8pp |
| Annual return | -19.87% | 3.53%-23.4pp | 35.95%-55.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,265 | $2,173-41.8% | $2,837-55.4% | $2,597-51.3% |
| Participant deferral / active EE | $3,476 | $3,779-8.0% | $4,656-25.3% | $4,028-13.7% |
| Admin fee / account holder | $1,802 | $6,113-70.5% | $7,493-76.0% | $5,404-66.7% |