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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 | $9,927 | $61,660-83.9% | $80,022-87.6% | $64,173-84.5% |
| Participation rate | 90.2% | 71.7%+18.6pp | 75.8%+14.4pp | 69.6%+20.7pp |
| Annual return | -14.92% | -0.33%-14.6pp | 11.22%-26.1pp | 7.63%-22.6pp |
| Employer contribution / active EE | $1,883 | $1,810+4.0% | $2,468-23.7% | $2,381-20.9% |
| Participant deferral / active EE | $3,228 | $2,968+8.8% | $3,686-12.4% | $3,470-7.0% |
| Admin fee / account holder | $587 | $5,417-89.2% | $6,521-91.0% | $4,887-88.0% |