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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 | $11,474 | $94,529-87.9% | $140,019-91.8% | $64,173-82.1% |
| Participation rate | 92.0% | 84.1%+7.9pp | 87.5%+4.5pp | 69.6%+22.4pp |
| Annual return | -12.29% | 7.77%-20.1pp | 651.15%-663.4pp | 7.63%-19.9pp |
| Employer contribution / active EE | $1,349 | $3,812-64.6% | $5,605-75.9% | $2,381-43.4% |
| Participant deferral / active EE | $2,953 | $5,250-43.7% | $6,927-57.4% | $3,470-14.9% |
| Admin fee / account holder | $383 | $6,741-94.3% | $10,705-96.4% | $4,887-92.2% |