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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 | $20,682 | $65,704-68.5% | $94,229-78.1% | $59,633-65.3% |
| Participation rate | 97.0% | 72.1%+24.8pp | 78.8%+18.2pp | 68.7%+28.3pp |
| Annual return | -3.66% | 5.22%-8.9pp | 10.68%-14.3pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $4,063 | $2,021+101.1% | $3,587+13.3% | $2,203+84.5% |
| Participant deferral / active EE | $3,287 | $3,143+4.6% | $4,320-23.9% | $3,192+3.0% |
| Admin fee / account holder | $654 | $4,265-84.7% | $6,269-89.6% | $4,297-84.8% |