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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 | $11,265 | $43,730-74.2% | $121,220-90.7% | $64,173-82.4% |
| Participation rate | 80.0% | 58.3%+21.7pp | 71.8%+8.2pp | 69.6%+10.4pp |
| Annual return | -9.79% | 68.94%-78.7pp | 16.94%-26.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,657 | $1,297+27.8% | $4,023-58.8% | $2,381-30.4% |
| Participant deferral / active EE | $2,389 | $2,281+4.7% | $3,345-28.6% | $3,470-31.2% |
| Admin fee / account holder | $733 | $3,502-79.1% | $5,021-85.4% | $4,887-85.0% |