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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 | $13,723 | $57,352-76.1% | $83,831-83.6% | $64,173-78.6% |
| Participation rate | 87.1% | 68.6%+18.5pp | 76.1%+11.0pp | 69.6%+17.5pp |
| Annual return | -9.39% | 11.38%-20.8pp | 850.99%-860.4pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,989 | $2,546-21.8% | $3,631-45.2% | $2,381-16.4% |
| Participant deferral / active EE | $4,769 | $2,993+59.3% | $4,082+16.8% | $3,470+37.5% |
| Admin fee / account holder | $1,632 | $4,046-59.7% | $5,479-70.2% | $4,887-66.6% |