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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 | $17,397 | $82,678-79.0% | $125,391-86.1% | $68,490-74.6% |
| Participation rate | 86.8% | 75.1%+11.8pp | 82.4%+4.5pp | 67.9%+18.9pp |
| Annual return | -24.66% | -5.97%-18.7pp | 572.41%-597.1pp | -7.85%-16.8pp |
| Employer contribution / active EE | $2,222 | $3,382-34.3% | $4,816-53.9% | $2,597-14.4% |
| Participant deferral / active EE | $5,770 | $6,111-5.6% | $7,448-22.5% | $4,028+43.2% |
| Admin fee / account holder | $965 | $6,277-84.6% | $10,009-90.4% | $5,403-82.1% |