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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 | $10,579 | $52,678-79.9% | $75,784-86.0% | $59,633-82.3% |
| Participation rate | 89.7% | 67.2%+22.4pp | 75.8%+13.8pp | 68.7%+21.0pp |
| Annual return | -4.04% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $2,284 | $2,193+4.1% | $3,323-31.3% | $2,203+3.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,144 | $3,610-40.6% | $5,300-59.6% | $4,297-50.1% |