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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 | $17,595 | $62,586-71.9% | $76,766-77.1% | $64,181-72.6% |
| Participation rate | 76.5% | 72.8%+3.7pp | 77.0%-0.5pp | 69.6%+6.9pp |
| Annual return | -8.54% | -1.95%-6.6pp | 2.43%-11.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,375 | $1,832-25.0% | $2,485-44.7% | $2,381-42.3% |
| Participant deferral / active EE | $2,546 | $3,145-19.0% | $3,851-33.9% | $3,470-26.6% |
| Admin fee / account holder | $951 | $4,667-79.6% | $6,675-85.8% | $4,887-80.5% |