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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 | $11,802 | $59,107-80.0% | $86,439-86.3% | $68,498-82.8% |
| Participation rate | 88.9% | 75.2%+13.6pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -19.17% | -0.23%-18.9pp | 4395.55%-4414.7pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,823 | $2,519+12.1% | $3,769-25.1% | $2,596+8.7% |
| Participant deferral / active EE | $5,070 | $5,901-14.1% | $6,952-27.1% | $4,027+25.9% |
| Admin fee / account holder | $935 | $5,637-83.4% | $6,732-86.1% | $5,403-82.7% |