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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 | $4,923 | $43,730-88.7% | $121,220-95.9% | $64,173-92.3% |
| Participation rate | 92.6% | 58.3%+34.2pp | 71.8%+20.8pp | 69.6%+23.0pp |
| Annual return | -8.57% | 68.94%-77.5pp | 16.94%-25.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,110 | $1,297-14.4% | $4,023-72.4% | $2,381-53.4% |
| Participant deferral / active EE | $1,294 | $2,281-43.3% | $3,345-61.3% | $3,470-62.7% |
| Admin fee / account holder | $2,209 | $3,502-36.9% | $5,021-56.0% | $4,887-54.8% |