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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 | $12,820 | $106,524-88.0% | $152,301-91.6% | $87,485-85.3% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.4%+3.9pp | 68.9%+17.4pp |
| Annual return | -9.02% | 26.89%-35.9pp | 80.50%-89.5pp | 26.06%-35.1pp |
| Employer contribution / active EE | $1,543 | $3,371-54.2% | $4,624-66.6% | $2,596-40.6% |
| Participant deferral / active EE | $3,195 | $6,525-51.0% | $8,004-60.1% | $4,274-25.2% |
| Admin fee / account holder | $3,606 | $8,287-56.5% | $14,398-75.0% | $7,775-53.6% |