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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 | $6,472 | $65,704-90.2% | $94,229-93.1% | $59,633-89.1% |
| Participation rate | 78.8% | 72.1%+6.7pp | 78.8%0pp | 68.7%+10.1pp |
| Annual return | -6.65% | 5.22%-11.9pp | 10.68%-17.3pp | 2041.45%-2048.1pp |
| Employer contribution / active EE | $1,196 | $2,021-40.8% | $3,587-66.7% | $2,203-45.7% |
| Participant deferral / active EE | $2,890 | $3,143-8.1% | $4,320-33.1% | $3,192-9.5% |
| Admin fee / account holder | $1,251 | $4,265-70.7% | $6,269-80.0% | $4,297-70.9% |