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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 | $86,050-94.8% | $189,758-97.7% | $94,015-95.3% |
| Participation rate | 72.4% | 68.9%+3.5pp | 79.8%-7.4pp | 70.8%+1.6pp |
| Annual return | -23.90% | 17.77%-41.7pp | 52.62%-76.5pp | 17.84%-41.7pp |
| Employer contribution / active EE | $1,450 | $2,819-48.6% | $4,767-69.6% | $2,790-48.0% |
| Participant deferral / active EE | $1,150 | $3,349-65.7% | $5,856-80.4% | $4,249-72.9% |
| Admin fee / account holder | $617 | $6,627-90.7% | $20,388-97.0% | $8,951-93.1% |