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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 | $12,501 | $46,360-73.0% | $147,617-91.5% | $52,331-76.1% |
| Participation rate | 78.8% | 64.9%+13.9pp | 84.6%-5.8pp | 68.1%+10.7pp |
| Annual return | -2.10% | 1.62%-3.7pp | 61.98%-64.1pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,583 | $2,126-25.5% | $5,564-71.5% | $1,882-15.9% |
| Participant deferral / active EE | $654 | $2,258-71.0% | $4,895-86.6% | $3,022-78.4% |
| Admin fee / account holder | $2,503 | $766+226.9% | $11,612-78.4% | $592+323.1% |