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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 | $19,993 | $61,660-67.6% | $80,022-75.0% | $64,181-68.8% |
| Participation rate | 83.3% | 71.7%+11.6pp | 75.8%+7.5pp | 69.6%+13.8pp |
| Annual return | -9.44% | -0.33%-9.1pp | 11.22%-20.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,839 | $1,810+1.6% | $2,468-25.5% | $2,381-22.7% |
| Participant deferral / active EE | $3,111 | $2,968+4.8% | $3,686-15.6% | $3,470-10.3% |
| Admin fee / account holder | $1,206 | $5,417-77.7% | $6,521-81.5% | $4,887-75.3% |