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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 | $8,640 | $77,638-88.9% | $156,551-94.5% | $62,881-86.3% |
| Participation rate | 98.8% | 71.2%+27.6pp | 84.0%+14.8pp | 69.3%+29.5pp |
| Annual return | -1.35% | 50.33%-51.7pp | 32.23%-33.6pp | 20.14%-21.5pp |
| Employer contribution / active EE | $1,554 | $3,444-54.9% | $5,501-71.8% | $2,281-31.9% |
| Participant deferral / active EE | $981 | $3,046-67.8% | $4,871-79.9% | $3,203-69.4% |
| Admin fee / account holder | $2,839 | $5,561-49.0% | $13,028-78.2% | $4,296-33.9% |