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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 | $21,048 | $72,404-70.9% | $110,243-80.9% | $64,173-67.2% |
| Participation rate | 71.7% | 73.3%-1.6pp | 79.8%-8.1pp | 69.6%+2.2pp |
| Annual return | -9.58% | -6.29%-3.3pp | 314.76%-324.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,725 | $2,282-24.4% | $3,827-54.9% | $2,381-27.6% |
| Participant deferral / active EE | $3,759 | $3,469+8.4% | $4,672-19.5% | $3,470+8.4% |
| Admin fee / account holder | $657 | $5,664-88.4% | $8,548-92.3% | $4,887-86.6% |