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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 | $19,820 | $86,938-77.2% | $102,423-80.6% | $80,925-75.5% |
| Participation rate | 73.3% | 72.4%+1.0pp | 76.5%-3.2pp | 67.7%+5.7pp |
| Annual return | -19.23% | 18.89%-38.1pp | 29.42%-48.7pp | 35.65%-54.9pp |
| Employer contribution / active EE | $1,098 | $2,369-53.7% | $3,023-63.7% | $2,756-60.2% |
| Participant deferral / active EE | $2,243 | $4,120-45.6% | $5,054-55.6% | $4,299-47.8% |
| Admin fee / account holder | $2,846 | $8,053-64.7% | $9,455-69.9% | $6,940-59.0% |