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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 | $12,655 | $77,638-83.7% | $156,551-91.9% | $62,881-79.9% |
| Participation rate | 81.5% | 71.2%+10.3pp | 84.0%-2.5pp | 69.3%+12.2pp |
| Annual return | -6.64% | 50.33%-57.0pp | 32.23%-38.9pp | 20.14%-26.8pp |
| Employer contribution / active EE | $1,151 | $3,444-66.6% | $5,501-79.1% | $2,281-49.5% |
| Participant deferral / active EE | $2,345 | $3,046-23.0% | $4,871-51.8% | $3,203-26.8% |
| Admin fee / account holder | $2,218 | $5,561-60.1% | $13,028-83.0% | $4,296-48.4% |