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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 | $7,041 | $65,685-89.3% | $57,181-87.7% | $273,968-97.4% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | -1.54% | 21.99%-23.5pp | 14.59%-16.1pp | 41.45%-43.0pp |
| Employer contribution / active EE | $1,156 | $3,279-64.7% | $2,682-56.9% | $4,869-76.3% |
| Participant deferral / active EE | $1,348 | $3,781-64.4% | $3,096-56.5% | $5,287-74.5% |
| Admin fee / account holder | $48,027 | $4,835+893.4% | $3,139+1429.9% | $10,132+374.0% |