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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 | $11,133 | $106,864-89.6% | $147,318-92.4% | $82,637-86.5% |
| Participation rate | 89.7% | 75.5%+14.2pp | 82.1%+7.7pp | 68.1%+21.7pp |
| Annual return | -4.79% | 27.49%-32.3pp | 70.43%-75.2pp | 53.51%-58.3pp |
| Employer contribution / active EE | $2,631 | $3,417-23.0% | $4,593-42.7% | $2,552+3.1% |
| Participant deferral / active EE | $4,450 | $6,496-31.5% | $7,906-43.7% | $4,126+7.8% |
| Admin fee / account holder | $1,389 | $8,415-83.5% | $13,708-89.9% | $7,339-81.1% |