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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 | $16,920 | $77,816-78.3% | $123,552-86.3% | $64,173-73.6% |
| Participation rate | 70.9% | 74.7%-3.8pp | 82.3%-11.4pp | 69.6%+1.3pp |
| Annual return | -13.31% | 12.49%-25.8pp | 119.20%-132.5pp | 7.63%-20.9pp |
| Employer contribution / active EE | $1,868 | $3,014-38.0% | $4,628-59.6% | $2,381-21.5% |
| Participant deferral / active EE | $4,904 | $5,240-6.4% | $6,426-23.7% | $3,470+41.3% |
| Admin fee / account holder | $334 | $5,519-94.0% | $9,285-96.4% | $4,887-93.2% |