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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 | $12,562 | $69,012-81.8% | $160,009-92.1% | $68,486-81.7% |
| Participation rate | 85.3% | 65.4%+19.9pp | 78.0%+7.3pp | 67.9%+17.4pp |
| Annual return | -20.40% | -9.65%-10.7pp | 408.85%-429.2pp | -7.85%-12.5pp |
| Employer contribution / active EE | $1,717 | $2,212-22.4% | $4,225-59.4% | $2,597-33.9% |
| Participant deferral / active EE | $2,719 | $4,212-35.4% | $6,183-56.0% | $4,028-32.5% |
| Admin fee / account holder | $1,178 | $4,798-75.4% | $8,715-86.5% | $5,404-78.2% |