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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 | $80,731-78.0% | $103,378-82.8% | $74,400-76.1% |
| Participation rate | 90.4% | 65.7%+24.7pp | 74.5%+15.9pp | 67.2%+23.2pp |
| Annual return | -19.12% | 27.56%-46.7pp | 24.91%-44.0pp | 1367.51%-1386.6pp |
| Employer contribution / active EE | $1,022 | $3,159-67.7% | $3,870-73.6% | $2,624-61.1% |
| Participant deferral / active EE | $2,488 | $3,862-35.6% | $5,058-50.8% | $4,348-42.8% |
| Admin fee / account holder | $5,815 | $2,369+145.4% | $8,401-30.8% | $1,944+199.2% |