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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 | $10,197 | $78,423-87.0% | $95,964-89.4% | $79,856-87.2% |
| Participation rate | 98.3% | 73.5%+24.8pp | 77.1%+21.2pp | 69.6%+28.6pp |
| Annual return | -9.84% | 19.37%-29.2pp | 91.64%-101.5pp | 31.71%-41.6pp |
| Employer contribution / active EE | $6,057 | $1,945+211.4% | $2,541+138.3% | $2,471+145.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,893 | $5,622-66.3% | $6,797-72.1% | $5,306-64.3% |