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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 | $8,493 | $54,380-84.4% | $68,509-87.6% | $59,633-85.8% |
| Participation rate | 80.9% | 70.2%+10.7pp | 74.7%+6.2pp | 68.7%+12.2pp |
| Annual return | -3.45% | 2.83%-6.3pp | 8.27%-11.7pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,210 | $2,643-54.2% | $3,382-64.2% | $3,192-62.1% |
| Admin fee / account holder | $771 | $3,885-80.2% | $5,275-85.4% | $4,297-82.1% |