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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 | $14,138 | $72,177-80.4% | $115,038-87.7% | $59,633-76.3% |
| Participation rate | 78.4% | 72.6%+5.8pp | 81.4%-3.0pp | 68.7%+9.7pp |
| Annual return | -4.32% | 12.02%-16.3pp | 26.14%-30.5pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $1,729 | $2,841-39.1% | $4,608-62.5% | $2,203-21.5% |
| Participant deferral / active EE | $2,731 | $4,783-42.9% | $6,026-54.7% | $3,192-14.4% |
| Admin fee / account holder | $372 | $4,927-92.5% | $8,175-95.5% | $4,297-91.3% |