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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 | $10,018 | $52,678-81.0% | $75,784-86.8% | $59,633-83.2% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.8%+9.4pp | 68.7%+16.6pp |
| Annual return | -3.14% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $678 | $2,193-69.1% | $3,323-79.6% | $2,203-69.2% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,031 | $3,610-43.7% | $5,300-61.7% | $4,297-52.7% |