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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 | $11,015 | $53,596-79.4% | $90,657-87.9% | $64,173-82.8% |
| Participation rate | 97.4% | 64.5%+32.9pp | 74.0%+23.4pp | 69.6%+27.8pp |
| Annual return | -8.44% | 4.41%-12.9pp | 1.89%-10.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $985 | $1,503-34.5% | $2,532-61.1% | $2,381-58.6% |
| Participant deferral / active EE | $1,397 | $2,459-43.2% | $3,424-59.2% | $3,470-59.8% |
| Admin fee / account holder | $342 | $3,868-91.2% | $4,994-93.2% | $4,887-93.0% |