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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 | $7,701 | $40,263-80.9% | $57,347-86.6% | $59,632-87.1% |
| Participation rate | 88.2% | 69.2%+19.1pp | 75.1%+13.1pp | 68.7%+19.6pp |
| Annual return | -2.64% | 27.50%-30.1pp | 24.40%-27.0pp | 2041.32%-2044.0pp |
| Employer contribution / active EE | $766 | $1,922-60.2% | $2,689-71.5% | $2,203-65.2% |
| Participant deferral / active EE | $1,861 | $2,400-22.5% | $3,162-41.2% | $3,192-41.7% |
| Admin fee / account holder | $1,667 | $2,819-40.9% | $3,356-50.3% | $4,297-61.2% |