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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 | $5,672 | $52,678-89.2% | $75,784-92.5% | $59,633-90.5% |
| Participation rate | 78.7% | 67.2%+11.5pp | 75.8%+2.9pp | 68.7%+10.1pp |
| Annual return | -6.15% | 2.95%-9.1pp | 9.68%-15.8pp | 2041.40%-2047.5pp |
| Employer contribution / active EE | $3,511 | $2,193+60.1% | $3,323+5.7% | $2,203+59.4% |
| Participant deferral / active EE | $1,865 | $2,591-28.0% | $3,652-48.9% | $3,192-41.6% |
| Admin fee / account holder | $3,052 | $3,610-15.5% | $5,300-42.4% | $4,297-29.0% |