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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 | $16,879 | $73,009-76.9% | $90,760-81.4% | $68,486-75.4% |
| Participation rate | 97.3% | 70.8%+26.5pp | 75.7%+21.6pp | 67.9%+29.4pp |
| Annual return | -20.96% | -13.81%-7.2pp | -12.16%-8.8pp | -7.85%-13.1pp |
| Employer contribution / active EE | $2,717 | $2,193+23.9% | $2,922-7.0% | $2,597+4.6% |
| Participant deferral / active EE | $4,823 | $3,626+33.0% | $4,565+5.6% | $4,028+19.7% |
| Admin fee / account holder | $367 | $5,896-93.8% | $8,444-95.6% | $5,404-93.2% |