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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 | $22,228 | $60,349-63.2% | $74,184-70.0% | $62,881-64.7% |
| Participation rate | 88.4% | 72.7%+15.6pp | 76.6%+11.8pp | 69.3%+19.1pp |
| Annual return | -3.26% | 21.38%-24.6pp | 17.74%-21.0pp | 20.14%-23.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,957 | $2,856-31.5% | $3,550-44.9% | $3,203-38.9% |
| Admin fee / account holder | $797 | $4,261-81.3% | $5,586-85.7% | $4,296-81.5% |