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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 | $14,743 | $82,674-82.2% | $125,381-88.2% | $68,486-78.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -22.95% | -5.97%-17.0pp | 572.31%-595.3pp | -7.85%-15.1pp |
| Employer contribution / active EE | $2,118 | $3,382-37.4% | $4,815-56.0% | $2,597-18.4% |
| Participant deferral / active EE | $2,774 | $6,111-54.6% | $7,448-62.8% | $4,028-31.1% |
| Admin fee / account holder | $304 | $6,277-95.2% | $10,007-97.0% | $5,404-94.4% |