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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 | $24,420 | $65,703-62.8% | $94,228-74.1% | $59,633-59.1% |
| Participation rate | 71.9% | 72.1%-0.2pp | 78.8%-6.9pp | 68.7%+3.2pp |
| Annual return | -2.82% | 5.22%-8.0pp | 10.68%-13.5pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $781 | $2,021-61.3% | $3,587-78.2% | $2,203-64.5% |
| Participant deferral / active EE | $3,793 | $3,143+20.7% | $4,320-12.2% | $3,192+18.8% |
| Admin fee / account holder | $634 | $4,264-85.1% | $6,269-89.9% | $4,297-85.3% |