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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 | $21,895 | $65,704-66.7% | $94,229-76.8% | $59,633-63.3% |
| Participation rate | 79.4% | 72.1%+7.3pp | 78.8%+0.6pp | 68.7%+10.7pp |
| Annual return | -3.98% | 5.22%-9.2pp | 10.68%-14.7pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $1,088 | $2,021-46.2% | $3,587-69.7% | $2,203-50.6% |
| Participant deferral / active EE | $3,924 | $3,143+24.9% | $4,320-9.2% | $3,192+22.9% |
| Admin fee / account holder | $2,133 | $4,265-50.0% | $6,269-66.0% | $4,297-50.3% |