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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 | $7,199 | $52,903-86.4% | $73,309-90.2% | $59,632-87.9% |
| Participation rate | 75.0% | 68.2%+6.8pp | 74.9%+0.1pp | 68.7%+6.3pp |
| Annual return | -5.40% | 12.20%-17.6pp | 5.67%-11.1pp | 2041.32%-2046.7pp |
| Employer contribution / active EE | $2,047 | $1,909+7.3% | $3,237-36.7% | $2,203-7.0% |
| Participant deferral / active EE | $2,647 | $4,069-34.9% | $4,991-47.0% | $3,192-17.1% |
| Admin fee / account holder | $325 | $3,834-91.5% | $5,637-94.2% | $4,297-92.4% |