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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 | $7,792 | $45,152-82.7% | $73,835-89.4% | $59,633-86.9% |
| Participation rate | 98.6% | 64.0%+34.5pp | 73.4%+25.1pp | 68.7%+29.9pp |
| Annual return | -4.67% | 27.40%-32.1pp | 2268.13%-2272.8pp | 2041.40%-2046.1pp |
| Employer contribution / active EE | $1,661 | $1,901-12.6% | $2,788-40.4% | $2,203-24.6% |
| Participant deferral / active EE | $2,462 | $2,573-4.3% | $3,583-31.3% | $3,192-22.9% |
| Admin fee / account holder | $335 | $3,515-90.5% | $4,880-93.1% | $4,297-92.2% |