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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 | $22,686 | $65,704-65.5% | $94,229-75.9% | $59,633-62.0% |
| Participation rate | 75.8% | 72.1%+3.6pp | 78.8%-3.0pp | 68.7%+7.1pp |
| Annual return | -3.55% | 5.22%-8.8pp | 10.68%-14.2pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,561 | $3,143+13.3% | $4,320-17.6% | $3,192+11.6% |
| Admin fee / account holder | $733 | $4,265-82.8% | $6,269-88.3% | $4,297-82.9% |