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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 | $13,740 | $52,678-73.9% | $75,784-81.9% | $59,633-77.0% |
| Participation rate | 71.7% | 67.2%+4.5pp | 75.8%-4.1pp | 68.7%+3.0pp |
| Annual return | -7.47% | 2.95%-10.4pp | 9.68%-17.2pp | 2041.45%-2048.9pp |
| Employer contribution / active EE | $482 | $2,193-78.0% | $3,323-85.5% | $2,203-78.1% |
| Participant deferral / active EE | $1,952 | $2,591-24.6% | $3,652-46.5% | $3,192-38.8% |
| Admin fee / account holder | $337 | $3,610-90.7% | $5,300-93.6% | $4,297-92.2% |