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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 | $13,733 | $62,672-78.1% | $185,117-92.6% | $70,131-80.4% |
| Participation rate | 90.8% | 63.8%+27.0pp | 77.3%+13.5pp | 69.5%+21.2pp |
| Annual return | -30.77% | 40.79%-71.6pp | 40.50%-71.3pp | 73.14%-103.9pp |
| Employer contribution / active EE | $423 | $1,753-75.9% | $4,182-89.9% | $2,342-81.9% |
| Participant deferral / active EE | $3,524 | $3,272+7.7% | $5,045-30.1% | $3,332+5.8% |
| Admin fee / account holder | $322 | $3,932-91.8% | $8,159-96.1% | $4,645-93.1% |