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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 | $10,833 | $75,832-85.7% | $147,617-92.7% | $59,633-81.8% |
| Participation rate | 71.4% | 71.6%-0.1pp | 84.6%-13.2pp | 68.7%+2.8pp |
| Annual return | -6.23% | 0.37%-6.6pp | 61.98%-68.2pp | 2041.45%-2047.7pp |
| Employer contribution / active EE | $895 | $3,485-74.3% | $5,564-83.9% | $2,203-59.4% |
| Participant deferral / active EE | $1,869 | $3,131-40.3% | $4,895-61.8% | $3,192-41.4% |
| Admin fee / account holder | $1,621 | $5,986-72.9% | $11,612-86.0% | $4,297-62.3% |