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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 | $12,276 | $65,703-81.3% | $94,228-87.0% | $59,633-79.4% |
| Participation rate | 87.0% | 72.1%+14.9pp | 78.8%+8.3pp | 68.7%+18.4pp |
| Annual return | -5.83% | 5.22%-11.0pp | 10.68%-16.5pp | 2041.40%-2047.2pp |
| Employer contribution / active EE | $1,884 | $2,021-6.8% | $3,587-47.5% | $2,203-14.5% |
| Participant deferral / active EE | $3,418 | $3,143+8.8% | $4,320-20.9% | $3,192+7.1% |
| Admin fee / account holder | $314 | $4,264-92.6% | $6,269-95.0% | $4,297-92.7% |