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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 | $6,314 | $82,028-92.3% | $123,105-94.9% | $59,633-89.4% |
| Participation rate | 83.1% | 83.2%-0.1pp | 86.8%-3.7pp | 68.7%+14.4pp |
| Annual return | -5.01% | 5.12%-10.1pp | 13.22%-18.2pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,882 | $3,297-42.9% | $5,151-63.5% | $2,203-14.6% |
| Participant deferral / active EE | $3,047 | $4,667-34.7% | $6,229-51.1% | $3,192-4.5% |
| Admin fee / account holder | $319 | $5,879-94.6% | $9,014-96.5% | $4,297-92.6% |