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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 | $7,050 | $46,745-84.9% | $60,547-88.4% | $52,331-86.5% |
| Participation rate | 83.2% | 58.6%+24.6pp | 68.0%+15.2pp | 68.1%+15.1pp |
| Annual return | -4.40% | 0.61%-5.0pp | 335.64%-340.0pp | 4.54%-8.9pp |
| Employer contribution / active EE | $960 | $1,259-23.7% | $2,419-60.3% | $1,882-49.0% |
| Participant deferral / active EE | $2,488 | $2,145+16.0% | $3,328-25.2% | $3,022-17.7% |
| Admin fee / account holder | $465 | $537-13.4% | $4,536-89.8% | $592-21.4% |