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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 | $2,178 | $30,437-92.8% | $56,033-96.1% | $74,459-97.1% |
| Participation rate | 73.1% | 32.9%+40.2pp | 52.5%+20.6pp | 67.2%+5.9pp |
| Annual return | -6.22% | 24.96%-31.2pp | 1711.38%-1717.6pp | 1369.70%-1375.9pp |
| Employer contribution / active EE | $736 | $610+20.8% | $1,041-29.2% | $2,626-72.0% |
| Participant deferral / active EE | $251 | $1,176-78.6% | $1,954-87.2% | $4,350-94.2% |
| Admin fee / account holder | $451 | $2,363-80.9% | $2,827-84.0% | $1,945-76.8% |