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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 | $10,169 | $61,660-83.5% | $80,022-87.3% | $64,173-84.2% |
| Participation rate | 87.7% | 71.7%+16.0pp | 75.8%+11.8pp | 69.6%+18.1pp |
| Annual return | -9.56% | -0.33%-9.2pp | 11.22%-20.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,557 | $1,810-14.0% | $2,468-36.9% | $2,381-34.6% |
| Participant deferral / active EE | $2,331 | $2,968-21.5% | $3,686-36.8% | $3,470-32.8% |
| Admin fee / account holder | $1,261 | $5,417-76.7% | $6,521-80.7% | $4,887-74.2% |