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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 | $14,991 | $52,678-71.5% | $75,784-80.2% | $59,633-74.9% |
| Participation rate | 96.8% | 67.2%+29.5pp | 75.8%+21.0pp | 68.7%+28.1pp |
| Annual return | -3.12% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $562 | $2,193-74.4% | $3,323-83.1% | $2,203-74.5% |
| Participant deferral / active EE | $4,100 | $2,591+58.3% | $3,652+12.3% | $3,192+28.5% |
| Admin fee / account holder | $956 | $3,610-73.5% | $5,300-82.0% | $4,297-77.8% |