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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 | $18,800 | $56,200-66.5% | $67,653-72.2% | $59,633-68.5% |
| Participation rate | 86.7% | 71.5%+15.2pp | 75.7%+11.0pp | 68.7%+18.0pp |
| Annual return | -4.12% | 18506.71%-18510.8pp | 6625.22%-6629.3pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $3,771 | $1,615+133.5% | $2,266+66.4% | $2,203+71.2% |
| Participant deferral / active EE | $8,392 | $2,843+195.1% | $3,560+135.8% | $3,192+162.9% |
| Admin fee / account holder | $1,225 | $3,959-69.0% | $4,821-74.6% | $4,297-71.5% |