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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 | $6,507 | $77,816-91.6% | $123,552-94.7% | $64,173-89.9% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -14.59% | 12.49%-27.1pp | 119.20%-133.8pp | 7.63%-22.2pp |
| Employer contribution / active EE | $1,932 | $3,014-35.9% | $4,628-58.3% | $2,381-18.8% |
| Participant deferral / active EE | $2,536 | $5,240-51.6% | $6,426-60.5% | $3,470-26.9% |
| Admin fee / account holder | $767 | $5,519-86.1% | $9,285-91.7% | $4,887-84.3% |