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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 | $10,320 | $65,704-84.3% | $94,229-89.0% | $59,633-82.7% |
| Participation rate | 78.4% | 72.1%+6.3pp | 78.8%-0.4pp | 68.7%+9.7pp |
| Annual return | -14.94% | 5.22%-20.2pp | 10.68%-25.6pp | 2041.45%-2056.4pp |
| Employer contribution / active EE | $1,519 | $2,021-24.8% | $3,587-57.6% | $2,203-31.0% |
| Participant deferral / active EE | $2,866 | $3,143-8.8% | $4,320-33.7% | $3,192-10.2% |
| Admin fee / account holder | $792 | $4,265-81.4% | $6,269-87.4% | $4,297-81.6% |