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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 | $11,267 | $72,388-84.4% | $111,392-89.9% | $64,173-82.4% |
| Participation rate | 76.2% | 70.5%+5.7pp | 78.9%-2.7pp | 69.6%+6.6pp |
| Annual return | -16.68% | -1.50%-15.2pp | -2.06%-14.6pp | 7.63%-24.3pp |
| Employer contribution / active EE | $1,334 | $3,000-55.5% | $4,328-69.2% | $2,381-44.0% |
| Participant deferral / active EE | $1,846 | $4,241-56.5% | $5,567-66.8% | $3,470-46.8% |
| Admin fee / account holder | $1,059 | $5,719-81.5% | $12,266-91.4% | $4,887-78.3% |