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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 | $4,449 | $76,407-94.2% | $150,298-97.0% | $82,448-94.6% |
| Participation rate | 72.4% | 66.4%+6.0pp | 77.8%-5.3pp | 68.1%+4.3pp |
| Annual return | -23.90% | 39.99%-63.9pp | 62.79%-86.7pp | 41.64%-65.5pp |
| Employer contribution / active EE | $1,450 | $2,614-44.5% | $4,154-65.1% | $2,551-43.2% |
| Participant deferral / active EE | $1,150 | $3,214-64.2% | $5,453-78.9% | $4,139-72.2% |
| Admin fee / account holder | $617 | $6,352-90.3% | $14,116-95.6% | $7,234-91.5% |