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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 | $11,219 | $91,911-87.8% | $68,612-83.6% | $135,379-91.7% |
| Participation rate | 87.5% | 76.7%+10.8pp | 72.2%+15.3pp | 82.6%+4.9pp |
| Annual return | -10.50% | -8.22%-2.3pp | -4.63%-5.9pp | 519.79%-530.3pp |
| Employer contribution / active EE | $1,344 | $3,924-65.8% | $2,625-48.8% | $4,779-71.9% |
| Participant deferral / active EE | $2,102 | $4,315-51.3% | $3,311-36.5% | $5,609-62.5% |
| Admin fee / account holder | $3,306 | $9,240-64.2% | $5,131-35.6% | $10,828-69.5% |