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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 | $14,426 | $43,730-67.0% | $121,220-88.1% | $64,173-77.5% |
| Participation rate | 89.8% | 58.3%+31.5pp | 71.8%+18.1pp | 69.6%+20.3pp |
| Annual return | -9.35% | 68.94%-78.3pp | 16.94%-26.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $3,853 | $1,297+197.1% | $4,023-4.2% | $2,381+61.8% |
| Participant deferral / active EE | $2,464 | $2,281+8.0% | $3,345-26.3% | $3,470-29.0% |
| Admin fee / account holder | $1,898 | $3,502-45.8% | $5,021-62.2% | $4,887-61.2% |