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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 | $9,704 | $76,000-87.2% | $154,111-93.7% | $64,186-84.9% |
| Participation rate | 86.2% | 70.4%+15.8pp | 83.0%+3.2pp | 69.6%+16.6pp |
| Annual return | -9.46% | 30.32%-39.8pp | 735.15%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,084 | $3,351-67.6% | $5,298-79.5% | $2,381-54.5% |
| Participant deferral / active EE | $1,632 | $3,175-48.6% | $5,081-67.9% | $3,470-53.0% |
| Admin fee / account holder | $776 | $5,596-86.1% | $13,411-94.2% | $4,888-84.1% |