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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 | $19,588 | $72,177-72.9% | $115,038-83.0% | $59,633-67.2% |
| Participation rate | 72.5% | 72.6%-0.1pp | 81.4%-8.9pp | 68.7%+3.8pp |
| Annual return | -2.67% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $2,093 | $2,841-26.3% | $4,608-54.6% | $2,203-5.0% |
| Participant deferral / active EE | $4,002 | $4,783-16.3% | $6,026-33.6% | $3,192+25.4% |
| Admin fee / account holder | $797 | $4,927-83.8% | $8,175-90.2% | $4,297-81.4% |