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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 | $21,199 | $82,032-74.2% | $123,106-82.8% | $59,632-64.5% |
| Participation rate | 96.5% | 83.2%+13.3pp | 86.8%+9.7pp | 68.7%+27.8pp |
| Annual return | -2.67% | 5.12%-7.8pp | 13.22%-15.9pp | 2041.32%-2044.0pp |
| Employer contribution / active EE | $1,377 | $3,297-58.2% | $5,151-73.3% | $2,203-37.5% |
| Participant deferral / active EE | $3,164 | $4,667-32.2% | $6,229-49.2% | $3,192-0.9% |
| Admin fee / account holder | $530 | $5,881-91.0% | $9,015-94.1% | $4,297-87.7% |