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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 | $6,852 | $77,638-91.2% | $156,551-95.6% | $62,881-89.1% |
| Participation rate | 98.5% | 71.2%+27.3pp | 84.0%+14.5pp | 69.3%+29.2pp |
| Annual return | -0.67% | 50.33%-51.0pp | 32.23%-32.9pp | 20.14%-20.8pp |
| Employer contribution / active EE | $1,246 | $3,444-63.8% | $5,501-77.3% | $2,281-45.4% |
| Participant deferral / active EE | $1,276 | $3,046-58.1% | $4,871-73.8% | $3,203-60.2% |
| Admin fee / account holder | $433 | $5,561-92.2% | $13,028-96.7% | $4,296-89.9% |