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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 | $8,967 | $45,152-80.1% | $73,843-87.9% | $59,632-85.0% |
| Participation rate | 96.7% | 64.0%+32.6pp | 73.4%+23.2pp | 68.7%+28.0pp |
| Annual return | -4.16% | 27.40%-31.6pp | 2267.91%-2272.1pp | 2041.32%-2045.5pp |
| Employer contribution / active EE | $1,565 | $1,902-17.7% | $2,787-43.9% | $2,203-28.9% |
| Participant deferral / active EE | $2,063 | $2,574-19.8% | $3,583-42.4% | $3,192-35.4% |
| Admin fee / account holder | $391 | $3,516-88.9% | $4,880-92.0% | $4,297-90.9% |