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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 | $7,325 | $82,028-91.1% | $123,105-94.0% | $59,633-87.7% |
| Participation rate | 83.3% | 83.2%+0.1pp | 86.8%-3.4pp | 68.7%+14.7pp |
| Annual return | -2.65% | 5.12%-7.8pp | 13.22%-15.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,701 | $3,297-48.4% | $5,151-67.0% | $2,203-22.8% |
| Participant deferral / active EE | $2,800 | $4,667-40.0% | $6,229-55.1% | $3,192-12.3% |
| Admin fee / account holder | $1,285 | $5,879-78.1% | $9,014-85.7% | $4,297-70.1% |