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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 | $8,301 | $45,152-81.6% | $73,836-88.8% | $59,633-86.1% |
| Participation rate | 78.9% | 64.0%+14.9pp | 73.4%+5.5pp | 68.7%+10.3pp |
| Annual return | -3.57% | 27.40%-31.0pp | 2268.06%-2271.6pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,178 | $1,901-38.0% | $2,787-57.7% | $2,203-46.5% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,616 | $3,515-54.0% | $4,882-66.9% | $4,297-62.4% |