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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 | $5,179 | $112,300-95.4% | $90,223-94.3% | $125,389-95.9% |
| Participation rate | 86.7% | 82.9%+3.8pp | 79.0%+7.6pp | 83.2%+3.5pp |
| Annual return | -4.95% | -0.57%-4.4pp | 1.31%-6.3pp | 282.24%-287.2pp |
| Employer contribution / active EE | $1,772 | $5,181-65.8% | $4,378-59.5% | $4,866-63.6% |
| Participant deferral / active EE | $3,044 | $6,733-54.8% | $5,792-47.4% | $5,352-43.1% |
| Admin fee / account holder | $2,607 | $10,990-76.3% | $7,406-64.8% | $9,541-72.7% |