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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 | $9,410 | $65,712-85.7% | $57,196-83.5% | $273,972-96.6% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | -11.90% | 22.01%-33.9pp | 14.59%-26.5pp | 41.46%-53.4pp |
| Employer contribution / active EE | $1,911 | $3,280-41.7% | $2,683-28.8% | $4,869-60.7% |
| Participant deferral / active EE | $2,205 | $3,782-41.7% | $3,096-28.8% | $5,287-58.3% |
| Admin fee / account holder | $1,092 | $4,838-77.4% | $3,141-65.2% | $10,133-89.2% |