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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 | $15,355 | $72,177-78.7% | $115,037-86.7% | $59,633-74.3% |
| Participation rate | 84.0% | 72.6%+11.4pp | 81.4%+2.6pp | 68.7%+15.3pp |
| Annual return | -3.59% | 12.02%-15.6pp | 26.14%-29.7pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $908 | $2,841-68.0% | $4,608-80.3% | $2,203-58.8% |
| Participant deferral / active EE | $2,219 | $4,783-53.6% | $6,026-63.2% | $3,192-30.5% |
| Admin fee / account holder | $630 | $4,927-87.2% | $8,175-92.3% | $4,297-85.3% |