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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 | $7,115 | $54,380-86.9% | $68,509-89.6% | $59,633-88.1% |
| Participation rate | 88.2% | 70.2%+18.0pp | 74.7%+13.5pp | 68.7%+19.6pp |
| Annual return | -5.61% | 2.83%-8.4pp | 8.27%-13.9pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $3,172 | $1,539+106.1% | $2,278+39.2% | $2,203+44.0% |
| Participant deferral / active EE | $3,624 | $2,643+37.1% | $3,382+7.1% | $3,192+13.5% |
| Admin fee / account holder | $1,939 | $3,885-50.1% | $5,275-63.2% | $4,297-54.9% |