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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 | $24,777 | $65,704-62.3% | $94,229-73.7% | $59,633-58.5% |
| Participation rate | 93.8% | 72.1%+21.6pp | 78.8%+15.0pp | 68.7%+25.1pp |
| Annual return | -4.22% | 5.22%-9.4pp | 10.68%-14.9pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $6,328 | $2,021+213.2% | $3,587+76.4% | $2,203+187.3% |
| Participant deferral / active EE | $2,461 | $3,143-21.7% | $4,320-43.0% | $3,192-22.9% |
| Admin fee / account holder | $4,718 | $4,265+10.6% | $6,269-24.7% | $4,297+9.8% |