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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 | $22,346 | $72,404-69.1% | $110,243-79.7% | $64,173-65.2% |
| Participation rate | 86.3% | 73.3%+12.9pp | 79.8%+6.5pp | 69.6%+16.7pp |
| Annual return | -10.56% | -6.29%-4.3pp | 314.76%-325.3pp | 7.63%-18.2pp |
| Employer contribution / active EE | $2,410 | $2,282+5.6% | $3,827-37.0% | $2,381+1.2% |
| Participant deferral / active EE | $2,343 | $3,469-32.5% | $4,672-49.8% | $3,470-32.5% |
| Admin fee / account holder | $1,758 | $5,664-69.0% | $8,548-79.4% | $4,887-64.0% |