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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 | $20,420 | $54,380-62.4% | $68,509-70.2% | $59,633-65.8% |
| Participation rate | 86.7% | 70.2%+16.5pp | 74.7%+11.9pp | 68.7%+18.0pp |
| Annual return | -2.56% | 2.83%-5.4pp | 8.27%-10.8pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1,931 | $1,539+25.5% | $2,278-15.2% | $2,203-12.3% |
| Participant deferral / active EE | $3,185 | $2,643+20.5% | $3,382-5.8% | $3,192-0.2% |
| Admin fee / account holder | $1,447 | $3,885-62.8% | $5,275-72.6% | $4,297-66.3% |