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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 | $10,570 | $44,103-76.0% | $75,826-86.1% | $64,173-83.5% |
| Participation rate | 82.8% | 62.7%+20.0pp | 68.2%+14.5pp | 69.6%+13.2pp |
| Annual return | -10.52% | -4.72%-5.8pp | 1914.15%-1924.7pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,726 | $1,446+19.4% | $1,913-9.8% | $2,381-27.5% |
| Participant deferral / active EE | $3,319 | $2,204+50.6% | $2,862+15.9% | $3,470-4.3% |
| Admin fee / account holder | $807 | $3,506-77.0% | $4,726-82.9% | $4,887-83.5% |