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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 | $8,704 | $52,678-83.5% | $75,784-88.5% | $59,633-85.4% |
| Participation rate | 90.0% | 67.2%+22.8pp | 75.8%+14.2pp | 68.7%+21.3pp |
| Annual return | -10.17% | 2.95%-13.1pp | 9.68%-19.8pp | 2041.45%-2051.6pp |
| Employer contribution / active EE | $2,343 | $2,193+6.8% | $3,323-29.5% | $2,203+6.4% |
| Participant deferral / active EE | $5,579 | $2,591+115.4% | $3,652+52.8% | $3,192+74.8% |
| Admin fee / account holder | $1,036 | $3,610-71.3% | $5,300-80.5% | $4,297-75.9% |