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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 | $13,028 | $57,352-77.3% | $83,831-84.5% | $64,173-79.7% |
| Participation rate | 89.5% | 68.6%+20.9pp | 76.1%+13.3pp | 69.6%+19.9pp |
| Annual return | -9.41% | 11.38%-20.8pp | 850.99%-860.4pp | 7.63%-17.0pp |
| Employer contribution / active EE | $658 | $2,546-74.2% | $3,631-81.9% | $2,381-72.4% |
| Participant deferral / active EE | $1,502 | $2,993-49.8% | $4,082-63.2% | $3,470-56.7% |
| Admin fee / account holder | $889 | $4,046-78.0% | $5,479-83.8% | $4,887-81.8% |