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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 | $19,283 | $72,177-73.3% | $115,037-83.2% | $59,633-67.7% |
| Participation rate | 70.2% | 72.6%-2.3pp | 81.4%-11.2pp | 68.7%+1.5pp |
| Annual return | -5.80% | 12.02%-17.8pp | 26.14%-31.9pp | 2041.40%-2047.2pp |
| Employer contribution / active EE | $1,218 | $2,841-57.1% | $4,608-73.6% | $2,203-44.7% |
| Participant deferral / active EE | $2,357 | $4,783-50.7% | $6,026-60.9% | $3,192-26.2% |
| Admin fee / account holder | $2,072 | $4,927-58.0% | $8,175-74.7% | $4,297-51.8% |