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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 | $26,207 | $82,028-68.1% | $123,105-78.7% | $59,633-56.1% |
| Participation rate | 93.5% | 83.2%+10.3pp | 86.8%+6.8pp | 68.7%+24.9pp |
| Annual return | -2.02% | 5.12%-7.1pp | 13.22%-15.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $2,302 | $3,297-30.2% | $5,151-55.3% | $2,203+4.5% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,380 | $5,879+25.5% | $9,014-18.1% | $4,297+71.8% |