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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 | $17,841 | $82,678-78.4% | $125,391-85.8% | $68,490-74.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.48% | -5.97%-15.5pp | 572.41%-593.9pp | -7.85%-13.6pp |
| Employer contribution / active EE | $4,392 | $3,382+29.8% | $4,816-8.8% | $2,597+69.1% |
| Participant deferral / active EE | $9,628 | $6,111+57.5% | $7,448+29.3% | $4,028+139.0% |
| Admin fee / account holder | $514 | $6,277-91.8% | $10,009-94.9% | $5,403-90.5% |