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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 | $12,428 | $65,367-81.0% | $92,915-86.6% | $72,976-83.0% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.0%+20.4pp | 69.5%+26.9pp |
| Annual return | -11.88% | 42.11%-54.0pp | 109.45%-121.3pp | 81.02%-92.9pp |
| Employer contribution / active EE | $1,149 | $2,594-55.7% | $3,653-68.6% | $2,440-52.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $502 | $4,251-88.2% | $5,796-91.3% | $5,124-90.2% |