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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 | $15,900 | $59,332-73.2% | $90,223-82.4% | $59,633-73.3% |
| Participation rate | 76.6% | 71.9%+4.7pp | 79.0%-2.4pp | 68.7%+7.9pp |
| Annual return | -3.79% | 3.25%-7.0pp | 1.31%-5.1pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $1,317 | $3,031-56.5% | $4,378-69.9% | $2,203-40.2% |
| Participant deferral / active EE | $2,288 | $4,369-47.6% | $5,792-60.5% | $3,192-28.3% |
| Admin fee / account holder | $795 | $5,032-84.2% | $7,406-89.3% | $4,297-81.5% |