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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 | $10,976 | $44,103-75.1% | $75,826-85.5% | $64,173-82.9% |
| Participation rate | 72.0% | 62.7%+9.3pp | 68.2%+3.8pp | 69.6%+2.4pp |
| Annual return | -9.46% | -4.72%-4.7pp | 1914.15%-1923.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,285 | $1,446-11.1% | $1,913-32.8% | $2,381-46.0% |
| Participant deferral / active EE | $2,251 | $2,204+2.1% | $2,862-21.4% | $3,470-35.1% |
| Admin fee / account holder | $795 | $3,506-77.3% | $4,726-83.2% | $4,887-83.7% |