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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 | $16,660 | $78,694-78.8% | $67,652-75.4% | $125,389-86.7% |
| Participation rate | 77.8% | 78.8%-1.0pp | 75.7%+2.1pp | 83.2%-5.4pp |
| Annual return | -3.72% | 9.46%-13.2pp | 6625.40%-6629.1pp | 282.24%-286.0pp |
| Employer contribution / active EE | $963 | $3,044-68.4% | $2,266-57.5% | $4,866-80.2% |
| Participant deferral / active EE | $1,518 | $4,292-64.6% | $3,560-57.3% | $5,352-71.6% |
| Admin fee / account holder | $365 | $7,403-95.1% | $4,821-92.4% | $9,541-96.2% |