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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 | $12,785 | $77,816-83.6% | $123,552-89.7% | $64,173-80.1% |
| Participation rate | 82.6% | 74.7%+7.9pp | 82.3%+0.3pp | 69.6%+13.0pp |
| Annual return | -10.41% | 12.49%-22.9pp | 119.20%-129.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,308 | $3,014-56.6% | $4,628-71.7% | $2,381-45.1% |
| Participant deferral / active EE | $2,493 | $5,240-52.4% | $6,426-61.2% | $3,470-28.2% |
| Admin fee / account holder | $688 | $5,519-87.5% | $9,285-92.6% | $4,887-85.9% |