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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 | $5,480 | $40,264-86.4% | $57,349-90.4% | $59,633-90.8% |
| Participation rate | 73.8% | 69.2%+4.7pp | 75.1%-1.3pp | 68.7%+5.1pp |
| Annual return | -2.25% | 27.51%-29.8pp | 24.40%-26.6pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $753 | $1,922-60.8% | $2,689-72.0% | $2,203-65.8% |
| Participant deferral / active EE | $1,610 | $2,400-32.9% | $3,162-49.1% | $3,192-49.6% |
| Admin fee / account holder | $1,185 | $2,819-58.0% | $3,356-64.7% | $4,297-72.4% |