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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 | $10,939 | $45,566-76.0% | $64,105-82.9% | $59,633-81.7% |
| Participation rate | 77.4% | 60.2%+17.3pp | 68.2%+9.3pp | 68.7%+8.7pp |
| Annual return | -17.55% | 4.95%-22.5pp | 791.24%-808.8pp | 2041.45%-2059.0pp |
| Employer contribution / active EE | $1,594 | $934+70.7% | $1,820-12.4% | $2,203-27.6% |
| Participant deferral / active EE | $2,677 | $2,057+30.2% | $2,822-5.1% | $3,192-16.1% |
| Admin fee / account holder | $948 | $3,268-71.0% | $4,499-78.9% | $4,297-77.9% |