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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 | $8,374 | $99,345-91.6% | $84,753-90.1% | $273,970-96.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -14.72% | 22.93%-37.6pp | 22.78%-37.5pp | 41.46%-56.2pp |
| Employer contribution / active EE | $1,412 | $4,214-66.5% | $3,574-60.5% | $4,869-71.0% |
| Participant deferral / active EE | $2,118 | $4,270-50.4% | $3,712-42.9% | $5,287-59.9% |
| Admin fee / account holder | $1,200 | $6,645-81.9% | $5,333-77.5% | $10,132-88.2% |