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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 | $17,778 | $80,763-78.0% | $102,412-82.6% | $74,459-76.1% |
| Participation rate | 90.4% | 65.7%+24.7pp | 74.5%+15.9pp | 67.2%+23.2pp |
| Annual return | -19.12% | 27.57%-46.7pp | 24.94%-44.1pp | 1369.70%-1388.8pp |
| Employer contribution / active EE | $1,022 | $3,160-67.7% | $3,870-73.6% | $2,626-61.1% |
| Participant deferral / active EE | $2,488 | $3,862-35.6% | $5,060-50.8% | $4,350-42.8% |
| Admin fee / account holder | $5,815 | $2,371+145.2% | $8,388-30.7% | $1,945+199.0% |