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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 | $12,333 | $52,678-76.6% | $75,784-83.7% | $59,633-79.3% |
| Participation rate | 86.2% | 67.2%+18.9pp | 75.8%+10.3pp | 68.7%+17.5pp |
| Annual return | -7.08% | 2.95%-10.0pp | 9.68%-16.8pp | 2041.40%-2048.5pp |
| Employer contribution / active EE | $3,045 | $2,193+38.8% | $3,323-8.4% | $2,203+38.3% |
| Participant deferral / active EE | $2,058 | $2,591-20.6% | $3,652-43.6% | $3,192-35.5% |
| Admin fee / account holder | $575 | $3,610-84.1% | $5,300-89.2% | $4,297-86.6% |