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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 | $15,864 | $77,816-79.6% | $123,552-87.2% | $64,173-75.3% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -11.37% | 12.49%-23.9pp | 119.20%-130.6pp | 7.63%-19.0pp |
| Employer contribution / active EE | $2,968 | $3,014-1.5% | $4,628-35.9% | $2,381+24.7% |
| Participant deferral / active EE | $3,602 | $5,240-31.3% | $6,426-43.9% | $3,470+3.8% |
| Admin fee / account holder | $720 | $5,519-86.9% | $9,285-92.2% | $4,887-85.3% |