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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 | $12,639 | $75,832-83.3% | $147,618-91.4% | $59,633-78.8% |
| Participation rate | 89.7% | 71.6%+18.1pp | 84.6%+5.0pp | 68.7%+21.0pp |
| Annual return | -6.37% | 0.37%-6.7pp | 61.98%-68.4pp | 2041.40%-2047.8pp |
| Employer contribution / active EE | $919 | $3,485-73.6% | $5,565-83.5% | $2,203-58.3% |
| Participant deferral / active EE | $1,758 | $3,131-43.8% | $4,895-64.1% | $3,192-44.9% |
| Admin fee / account holder | $832 | $5,986-86.1% | $11,612-92.8% | $4,297-80.6% |