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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 | $20,474 | $181,896-88.7% | $156,551-86.9% | $273,972-92.5% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | -0.85% | 30.74%-31.6pp | 32.23%-33.1pp | 41.46%-42.3pp |
| Employer contribution / active EE | $1,836 | $6,248-70.6% | $5,501-66.6% | $4,869-62.3% |
| Participant deferral / active EE | $2,125 | $5,550-61.7% | $4,871-56.4% | $5,287-59.8% |
| Admin fee / account holder | $2,339 | $15,560-85.0% | $13,028-82.0% | $10,133-76.9% |