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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 | $15,097 | $62,589-75.9% | $76,768-80.3% | $64,173-76.5% |
| Participation rate | 91.9% | 72.8%+19.1pp | 77.0%+14.9pp | 69.6%+22.3pp |
| Annual return | -10.67% | -1.95%-8.7pp | 2.43%-13.1pp | 7.63%-18.3pp |
| Employer contribution / active EE | $2,706 | $1,832+47.7% | $2,485+8.9% | $2,381+13.6% |
| Participant deferral / active EE | $3,764 | $3,145+19.7% | $3,852-2.3% | $3,470+8.5% |
| Admin fee / account holder | $1,122 | $4,667-76.0% | $6,675-83.2% | $4,887-77.0% |