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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 | $28,245 | $94,529-70.1% | $140,019-79.8% | $64,181-56.0% |
| Participation rate | 72.7% | 84.1%-11.4pp | 87.5%-14.8pp | 69.6%+3.2pp |
| Annual return | -10.31% | 7.77%-18.1pp | 651.15%-661.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $2,071 | $3,812-45.7% | $5,605-63.0% | $2,381-13.0% |
| Participant deferral / active EE | $3,531 | $5,250-32.7% | $6,927-49.0% | $3,470+1.8% |
| Admin fee / account holder | $494 | $6,741-92.7% | $10,705-95.4% | $4,887-89.9% |