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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 | $18,087 | $65,704-72.5% | $94,229-80.8% | $59,633-69.7% |
| Participation rate | 90.2% | 72.1%+18.1pp | 78.8%+11.4pp | 68.7%+21.5pp |
| Annual return | -2.99% | 5.22%-8.2pp | 10.68%-13.7pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,743 | $2,021-13.7% | $3,587-51.4% | $2,203-20.9% |
| Participant deferral / active EE | $3,000 | $3,143-4.6% | $4,320-30.6% | $3,192-6.0% |
| Admin fee / account holder | $2,692 | $4,265-36.9% | $6,269-57.1% | $4,297-37.4% |