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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 | $18,728 | $77,816-75.9% | $123,552-84.8% | $64,173-70.8% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -11.04% | 12.49%-23.5pp | 119.20%-130.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,937 | $3,014-35.7% | $4,628-58.2% | $2,381-18.7% |
| Participant deferral / active EE | $7,487 | $5,240+42.9% | $6,426+16.5% | $3,470+115.8% |
| Admin fee / account holder | $783 | $5,519-85.8% | $9,285-91.6% | $4,887-84.0% |