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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 | $22,263 | $62,589-64.4% | $76,768-71.0% | $64,173-65.3% |
| Participation rate | 72.0% | 72.8%-0.9pp | 77.0%-5.0pp | 69.6%+2.4pp |
| Annual return | -8.03% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,096 | $1,832-40.2% | $2,485-55.9% | $2,381-54.0% |
| Participant deferral / active EE | $1,981 | $3,145-37.0% | $3,852-48.6% | $3,470-42.9% |
| Admin fee / account holder | $510 | $4,667-89.1% | $6,675-92.4% | $4,887-89.6% |