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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 | $15,028 | $82,674-81.8% | $125,381-88.0% | $68,486-78.1% |
| Participation rate | 93.5% | 75.1%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -23.30% | -5.97%-17.3pp | 572.31%-595.6pp | -7.85%-15.4pp |
| Employer contribution / active EE | $3,795 | $3,382+12.2% | $4,815-21.2% | $2,597+46.2% |
| Participant deferral / active EE | $9,393 | $6,111+53.7% | $7,448+26.1% | $4,028+133.2% |
| Admin fee / account holder | $3,830 | $6,277-39.0% | $10,007-61.7% | $5,404-29.1% |