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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 | $12,747 | $59,116-78.4% | $86,438-85.3% | $68,486-81.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -21.74% | -0.23%-21.5pp | 4397.19%-4418.9pp | -7.85%-13.9pp |
| Employer contribution / active EE | $3,050 | $2,519+21.1% | $3,769-19.1% | $2,597+17.5% |
| Participant deferral / active EE | $6,147 | $5,902+4.2% | $6,952-11.6% | $4,028+52.6% |
| Admin fee / account holder | $1,081 | $5,639-80.8% | $6,733-83.9% | $5,404-80.0% |