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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 | $9,445 | $57,352-83.5% | $83,831-88.7% | $64,173-85.3% |
| Participation rate | 84.6% | 68.6%+16.0pp | 76.1%+8.5pp | 69.6%+15.0pp |
| Annual return | -10.13% | 11.38%-21.5pp | 850.99%-861.1pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,351 | $2,546-46.9% | $3,631-62.8% | $2,381-43.3% |
| Participant deferral / active EE | $2,370 | $2,993-20.8% | $4,082-41.9% | $3,470-31.7% |
| Admin fee / account holder | $734 | $4,046-81.9% | $5,479-86.6% | $4,887-85.0% |