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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 | $25,579 | $69,977-63.4% | $108,582-76.4% | $62,881-59.3% |
| Participation rate | 71.2% | 72.9%-1.7pp | 79.6%-8.3pp | 69.3%+1.9pp |
| Annual return | 4.34% | 10.73%-6.4pp | -51.70%+56.0pp | 20.14%-15.8pp |
| Employer contribution / active EE | $2,019 | $2,135-5.4% | $3,758-46.3% | $2,281-11.5% |
| Participant deferral / active EE | $2,794 | $3,165-11.7% | $4,311-35.2% | $3,203-12.8% |
| Admin fee / account holder | $7,752 | $5,076+52.7% | $7,645+1.4% | $4,296+80.5% |