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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 | $14,360 | $45,566-68.5% | $64,105-77.6% | $59,633-75.9% |
| Participation rate | 76.4% | 60.2%+16.2pp | 68.2%+8.2pp | 68.7%+7.7pp |
| Annual return | -5.07% | 4.95%-10.0pp | 791.24%-796.3pp | 2041.40%-2046.5pp |
| Employer contribution / active EE | $1,489 | $934+59.4% | $1,820-18.2% | $2,203-32.4% |
| Participant deferral / active EE | $2,487 | $2,057+20.9% | $2,822-11.9% | $3,192-22.1% |
| Admin fee / account holder | $2,173 | $3,268-33.5% | $4,499-51.7% | $4,297-49.4% |