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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 | $12,873 | $52,379-75.4% | $46,225-72.2% | $273,972-95.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | -1.13% | 7.23%-8.4pp | 7.57%-8.7pp | 41.46%-42.6pp |
| Employer contribution / active EE | $2,075 | $4,226-50.9% | $3,424-39.4% | $4,869-57.4% |
| Participant deferral / active EE | $2,423 | $4,660-48.0% | $3,776-35.8% | $5,287-54.2% |
| Admin fee / account holder | $3,986 | $4,652-14.3% | $3,519+13.3% | $10,133-60.7% |