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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 | $12,020 | $93,064-87.1% | $74,577-83.9% | $273,972-95.6% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | -1.10% | 26.18%-27.3pp | 20.47%-21.6pp | 41.46%-42.6pp |
| Employer contribution / active EE | $7,354 | $3,160+132.7% | $2,525+191.2% | $4,869+51.0% |
| Participant deferral / active EE | $996 | $4,160-76.1% | $3,458-71.2% | $5,287-81.2% |
| Admin fee / account holder | $10,530 | $5,273+99.7% | $4,138+154.5% | $10,133+3.9% |