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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 | $9,121 | $49,177-81.5% | $79,467-88.5% | $64,173-85.8% |
| Participation rate | 71.7% | 65.0%+6.6pp | 73.3%-1.7pp | 69.6%+2.1pp |
| Annual return | -10.05% | -1.16%-8.9pp | 718.30%-728.4pp | 7.63%-17.7pp |
| Employer contribution / active EE | $651 | $2,076-68.6% | $2,800-76.7% | $2,381-72.6% |
| Participant deferral / active EE | $1,042 | $2,821-63.1% | $3,704-71.9% | $3,470-70.0% |
| Admin fee / account holder | $872 | $3,839-77.3% | $5,104-82.9% | $4,887-82.2% |