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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 | $11,488 | $77,638-85.2% | $156,551-92.7% | $62,881-81.7% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | -3.11% | 50.33%-53.4pp | 32.23%-35.3pp | 20.14%-23.3pp |
| Employer contribution / active EE | $383 | $3,444-88.9% | $5,501-93.0% | $2,281-83.2% |
| Participant deferral / active EE | $2,354 | $3,046-22.7% | $4,871-51.7% | $3,203-26.5% |
| Admin fee / account holder | $1,323 | $5,561-76.2% | $13,028-89.8% | $4,296-69.2% |