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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 | $5,342 | $45,152-88.2% | $73,835-92.8% | $59,633-91.0% |
| Participation rate | 97.4% | 64.0%+33.3pp | 73.4%+23.9pp | 68.7%+28.7pp |
| Annual return | -3.95% | 27.40%-31.3pp | 2268.13%-2272.1pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $1,271 | $1,901-33.2% | $2,788-54.4% | $2,203-42.3% |
| Participant deferral / active EE | $1,298 | $2,573-49.6% | $3,583-63.8% | $3,192-59.3% |
| Admin fee / account holder | $1,183 | $3,515-66.3% | $4,880-75.8% | $4,297-72.5% |