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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 | $8,715 | $49,177-82.3% | $79,467-89.0% | $64,173-86.4% |
| Participation rate | 96.8% | 65.0%+31.7pp | 73.3%+23.4pp | 69.6%+27.2pp |
| Annual return | -10.28% | -1.16%-9.1pp | 718.30%-728.6pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,652 | $2,076-20.4% | $2,800-41.0% | $2,381-30.6% |
| Participant deferral / active EE | $1,847 | $2,821-34.5% | $3,704-50.1% | $3,470-46.8% |
| Admin fee / account holder | $1,254 | $3,839-67.3% | $5,104-75.4% | $4,887-74.3% |