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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 | $12,637 | $78,694-83.9% | $67,652-81.3% | $125,389-89.9% |
| Participation rate | 73.3% | 78.8%-5.5pp | 75.7%-2.3pp | 83.2%-9.9pp |
| Annual return | -4.88% | 9.46%-14.3pp | 6625.40%-6630.3pp | 282.24%-287.1pp |
| Employer contribution / active EE | $1,553 | $3,044-49.0% | $2,266-31.4% | $4,866-68.1% |
| Participant deferral / active EE | $4,025 | $4,292-6.2% | $3,560+13.1% | $5,352-24.8% |
| Admin fee / account holder | $472 | $7,403-93.6% | $4,821-90.2% | $9,541-95.1% |