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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 | $12,561 | $67,411-81.4% | $91,004-86.2% | $70,126-82.1% |
| Participation rate | 82.7% | 71.4%+11.3pp | 75.6%+7.1pp | 69.5%+13.2pp |
| Annual return | 6.43% | -40.16%+46.6pp | 4.60%+1.8pp | 73.15%-66.7pp |
| Employer contribution / active EE | $644 | $1,786-64.0% | $2,456-73.8% | $2,343-72.5% |
| Participant deferral / active EE | $1,284 | $2,823-54.5% | $3,548-63.8% | $3,332-61.5% |
| Admin fee / account holder | $509 | $4,236-88.0% | $5,417-90.6% | $4,645-89.0% |