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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 | $4,804 | $39,162-87.7% | $100,671-95.2% | $59,633-91.9% |
| Participation rate | 73.1% | 55.9%+17.2pp | 70.7%+2.4pp | 68.7%+4.4pp |
| Annual return | -4.50% | 21.07%-25.6pp | 20.43%-24.9pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $1,262 | $1,151+9.7% | $4,012-68.6% | $2,203-42.7% |
| Participant deferral / active EE | $1,969 | $1,992-1.1% | $3,144-37.3% | $3,192-38.3% |
| Admin fee / account holder | $2,089 | $2,969-29.7% | $4,850-56.9% | $4,297-51.4% |