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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 | $12,074 | $41,377-70.8% | $109,313-89.0% | $62,881-80.8% |
| Participation rate | 85.4% | 57.5%+27.8pp | 71.3%+14.1pp | 69.3%+16.1pp |
| Annual return | -4.32% | 11.05%-15.4pp | 22.07%-26.4pp | 20.14%-24.5pp |
| Employer contribution / active EE | $1,094 | $1,276-14.2% | $3,892-71.9% | $2,281-52.0% |
| Participant deferral / active EE | $769 | $2,045-62.4% | $3,166-75.7% | $3,203-76.0% |
| Admin fee / account holder | $1,323 | $2,884-54.1% | $5,666-76.6% | $4,296-69.2% |