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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 | $7,448 | $75,959-90.2% | $154,114-95.2% | $64,181-88.4% |
| Participation rate | 88.5% | 70.4%+18.0pp | 83.0%+5.4pp | 69.6%+18.9pp |
| Annual return | -15.72% | 30.32%-46.0pp | 735.16%-750.9pp | 7.63%-23.4pp |
| Employer contribution / active EE | $2,009 | $3,350-40.0% | $5,298-62.1% | $2,381-15.6% |
| Participant deferral / active EE | $2,127 | $3,175-33.0% | $5,081-58.1% | $3,470-38.7% |
| Admin fee / account holder | $419 | $5,589-92.5% | $13,411-96.9% | $4,887-91.4% |