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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 | $77,814-94.3% | $158,223-97.2% | $86,983-94.9% |
| Participation rate | 72.4% | 68.4%+4.0pp | 79.2%-6.8pp | 69.5%+2.9pp |
| Annual return | -23.90% | 30.54%-54.4pp | 52.09%-76.0pp | 25.83%-49.7pp |
| Employer contribution / active EE | $1,450 | $2,592-44.1% | $4,109-64.7% | $2,584-43.9% |
| Participant deferral / active EE | $1,150 | $3,270-64.8% | $5,467-79.0% | $4,194-72.6% |
| Admin fee / account holder | $617 | $5,879-89.5% | $16,047-96.2% | $7,856-92.1% |