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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 | $12,363 | $69,012-82.1% | $160,009-92.3% | $68,486-81.9% |
| Participation rate | 90.0% | 65.4%+24.6pp | 78.0%+12.0pp | 67.9%+22.1pp |
| Annual return | -34.16% | -9.65%-24.5pp | 408.85%-443.0pp | -7.85%-26.3pp |
| Employer contribution / active EE | $1,084 | $2,212-51.0% | $4,225-74.3% | $2,597-58.2% |
| Participant deferral / active EE | $3,008 | $4,212-28.6% | $6,183-51.4% | $4,028-25.3% |
| Admin fee / account holder | $11,018 | $4,798+129.6% | $8,715+26.4% | $5,404+103.9% |