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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 | $15,538 | $72,177-78.5% | $115,038-86.5% | $59,633-73.9% |
| Participation rate | 76.7% | 72.6%+4.2pp | 81.4%-4.6pp | 68.7%+8.1pp |
| Annual return | -4.40% | 12.02%-16.4pp | 26.14%-30.5pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $1,837 | $2,841-35.3% | $4,608-60.1% | $2,203-16.6% |
| Participant deferral / active EE | $2,715 | $4,783-43.2% | $6,026-54.9% | $3,192-14.9% |
| Admin fee / account holder | $632 | $4,927-87.2% | $8,175-92.3% | $4,297-85.3% |