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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 | $2,492 | $57,590-95.7% | $86,233-97.1% | $82,448-97.0% |
| Participation rate | 75.8% | 57.9%+17.9pp | 69.0%+6.7pp | 68.1%+7.7pp |
| Annual return | -0.41% | 22.41%-22.8pp | 61.39%-61.8pp | 41.64%-42.1pp |
| Employer contribution / active EE | $749 | $1,655-54.7% | $2,504-70.1% | $2,551-70.6% |
| Participant deferral / active EE | $1,104 | $3,080-64.1% | $4,559-75.8% | $4,139-73.3% |
| Admin fee / account holder | $1,410 | $4,730-70.2% | $8,342-83.1% | $7,234-80.5% |