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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 | $8,543 | $75,935-88.7% | $60,547-85.9% | $125,388-93.2% |
| Participation rate | 91.3% | 76.5%+14.8pp | 68.0%+23.3pp | 83.2%+8.1pp |
| Annual return | -3.80% | -5.38%+1.6pp | 335.64%-339.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,052 | $3,438-69.4% | $2,419-56.5% | $4,866-78.4% |
| Participant deferral / active EE | $3,799 | $4,506-15.7% | $3,328+14.2% | $5,352-29.0% |
| Admin fee / account holder | $1,330 | $6,768-80.3% | $4,536-70.7% | $9,541-86.1% |