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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 | $15,695 | $52,678-70.2% | $75,784-79.3% | $59,633-73.7% |
| Participation rate | 77.9% | 67.2%+10.7pp | 75.8%+2.1pp | 68.7%+9.3pp |
| Annual return | -3.06% | 2.95%-6.0pp | 9.68%-12.7pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $3,976 | $2,193+81.3% | $3,323+19.6% | $2,203+80.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,068 | $3,610-70.4% | $5,300-79.8% | $4,297-75.1% |