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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 | $28,846 | $82,028-64.8% | $123,105-76.6% | $59,633-51.6% |
| Participation rate | 96.2% | 83.2%+13.0pp | 86.8%+9.4pp | 68.7%+27.5pp |
| Annual return | -5.06% | 5.12%-10.2pp | 13.22%-18.3pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,860 | $3,297-43.6% | $5,151-63.9% | $2,203-15.6% |
| Participant deferral / active EE | $2,485 | $4,667-46.8% | $6,229-60.1% | $3,192-22.2% |
| Admin fee / account holder | $3,520 | $5,879-40.1% | $9,014-61.0% | $4,297-18.1% |