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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 | $10,476 | $72,177-85.5% | $115,037-90.9% | $59,633-82.4% |
| Participation rate | 71.8% | 72.6%-0.8pp | 81.4%-9.6pp | 68.7%+3.1pp |
| Annual return | -3.23% | 12.02%-15.2pp | 26.14%-29.4pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $1,385 | $2,841-51.3% | $4,608-69.9% | $2,203-37.1% |
| Participant deferral / active EE | $3,024 | $4,783-36.8% | $6,026-49.8% | $3,192-5.3% |
| Admin fee / account holder | $735 | $4,927-85.1% | $8,175-91.0% | $4,297-82.9% |