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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 | $26,781 | $82,028-67.4% | $123,105-78.2% | $59,633-55.1% |
| Participation rate | 87.3% | 83.2%+4.1pp | 86.8%+0.5pp | 68.7%+18.6pp |
| Annual return | -2.09% | 5.12%-7.2pp | 13.22%-15.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,967 | $3,297-40.3% | $5,151-61.8% | $2,203-10.7% |
| Participant deferral / active EE | $3,875 | $4,667-17.0% | $6,229-37.8% | $3,192+21.4% |
| Admin fee / account holder | $1,416 | $5,879-75.9% | $9,014-84.3% | $4,297-67.1% |