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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 | $3,530 | $45,152-92.2% | $73,835-95.2% | $59,633-94.1% |
| Participation rate | 84.2% | 64.0%+20.2pp | 73.4%+10.8pp | 68.7%+15.5pp |
| Annual return | -9.41% | 27.40%-36.8pp | 2268.13%-2277.5pp | 2041.40%-2050.8pp |
| Employer contribution / active EE | $1,058 | $1,901-44.4% | $2,788-62.0% | $2,203-52.0% |
| Participant deferral / active EE | $1,250 | $2,573-51.4% | $3,583-65.1% | $3,192-60.8% |
| Admin fee / account holder | $378 | $3,515-89.3% | $4,880-92.3% | $4,297-91.2% |