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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 | $106,749-88.0% | $145,433-91.2% | $82,448-84.5% |
| Participation rate | 86.4% | 75.6%+10.7pp | 82.1%+4.2pp | 68.1%+18.3pp |
| Annual return | -9.02% | 27.59%-36.6pp | 66.58%-75.6pp | 41.64%-50.7pp |
| Employer contribution / active EE | $1,543 | $3,444-55.2% | $4,554-66.1% | $2,551-39.5% |
| Participant deferral / active EE | $3,195 | $6,519-51.0% | $7,897-59.5% | $4,139-22.8% |
| Admin fee / account holder | $3,606 | $8,390-57.0% | $13,129-72.5% | $7,234-50.2% |