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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 | $20,645 | $65,703-68.6% | $94,228-78.1% | $59,633-65.4% |
| Participation rate | 84.6% | 72.1%+12.5pp | 78.8%+5.8pp | 68.7%+15.9pp |
| Annual return | -4.02% | 5.22%-9.2pp | 10.68%-14.7pp | 2041.40%-2045.4pp |
| Employer contribution / active EE | $1,372 | $2,021-32.1% | $3,587-61.7% | $2,203-37.7% |
| Participant deferral / active EE | $3,112 | $3,143-1.0% | $4,320-28.0% | $3,192-2.5% |
| Admin fee / account holder | $591 | $4,264-86.1% | $6,269-90.6% | $4,297-86.3% |