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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 | $11,189 | $57,352-80.5% | $83,830-86.7% | $64,173-82.6% |
| Participation rate | 94.9% | 68.6%+26.3pp | 76.1%+18.7pp | 69.6%+25.3pp |
| Annual return | -9.77% | 11.38%-21.1pp | 850.97%-860.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,396 | $2,546-45.2% | $3,631-61.6% | $2,381-41.4% |
| Participant deferral / active EE | $2,407 | $2,993-19.6% | $4,082-41.0% | $3,470-30.6% |
| Admin fee / account holder | $398 | $4,046-90.2% | $5,479-92.7% | $4,887-91.9% |