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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 | $10,301 | $64,311-84.0% | $57,356-82.0% | $125,389-91.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 83.2%+5.7pp |
| Annual return | -10.59% | 25.14%-35.7pp | 24.41%-35.0pp | 282.24%-292.8pp |
| Employer contribution / active EE | $1,897 | $3,193-40.6% | $2,689-29.5% | $4,866-61.0% |
| Participant deferral / active EE | $3,800 | $3,846-1.2% | $3,162+20.2% | $5,352-29.0% |
| Admin fee / account holder | $551 | $5,243-89.5% | $3,357-83.6% | $9,541-94.2% |