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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 | $8,456 | $39,132-78.4% | $57,196-85.2% | $62,881-86.6% |
| Participation rate | 84.0% | 70.5%+13.5pp | 75.3%+8.7pp | 69.3%+14.7pp |
| Annual return | -3.29% | 9.24%-12.5pp | 14.59%-17.9pp | 20.14%-23.4pp |
| Employer contribution / active EE | $1,579 | $1,874-15.7% | $2,683-41.1% | $2,281-30.8% |
| Participant deferral / active EE | $3,683 | $2,374+55.1% | $3,096+18.9% | $3,203+15.0% |
| Admin fee / account holder | $546 | $2,594-79.0% | $3,141-82.6% | $4,296-87.3% |