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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 | $11,252 | $65,082-82.7% | $81,367-86.2% | $59,633-81.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 82.3%-7.3pp | 68.7%+6.3pp |
| Annual return | -7.67% | 1.16%-8.8pp | -0.92%-6.8pp | 2041.40%-2049.1pp |
| Employer contribution / active EE | $1,433 | $2,934-51.1% | $3,930-63.5% | $2,203-34.9% |
| Participant deferral / active EE | $2,366 | $4,083-42.1% | $5,383-56.1% | $3,192-25.9% |
| Admin fee / account holder | $478 | $7,582-93.7% | $8,926-94.6% | $4,297-88.9% |