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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 | $12,393 | $77,816-84.1% | $123,549-90.0% | $64,181-80.7% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.3%+7.2pp | 69.6%+19.9pp |
| Annual return | -11.82% | 12.49%-24.3pp | 119.20%-131.0pp | 7.63%-19.5pp |
| Employer contribution / active EE | $1,336 | $3,014-55.7% | $4,628-71.1% | $2,381-43.9% |
| Participant deferral / active EE | $3,368 | $5,240-35.7% | $6,426-47.6% | $3,470-2.9% |
| Admin fee / account holder | $1,522 | $5,519-72.4% | $9,284-83.6% | $4,887-68.9% |