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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 | $7,962 | $86,701-90.8% | $73,309-89.1% | $125,389-93.6% |
| Participation rate | 83.3% | 78.6%+4.7pp | 74.9%+8.4pp | 83.2%+0.1pp |
| Annual return | -3.88% | 2.78%-6.7pp | 5.67%-9.5pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,892 | $4,152-54.4% | $3,237-41.6% | $4,866-61.1% |
| Participant deferral / active EE | $2,646 | $5,549-52.3% | $4,991-47.0% | $5,352-50.6% |
| Admin fee / account holder | $13,147 | $7,768+69.2% | $5,635+133.3% | $9,541+37.8% |