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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 | $17,141 | $82,674-79.3% | $125,381-86.3% | $68,486-75.0% |
| Participation rate | 87.8% | 75.1%+12.8pp | 82.4%+5.4pp | 67.9%+19.9pp |
| Annual return | -25.12% | -5.97%-19.1pp | 572.31%-597.4pp | -7.85%-17.3pp |
| Employer contribution / active EE | $2,145 | $3,382-36.6% | $4,815-55.5% | $2,597-17.4% |
| Participant deferral / active EE | $4,813 | $6,111-21.2% | $7,448-35.4% | $4,028+19.5% |
| Admin fee / account holder | $552 | $6,277-91.2% | $10,007-94.5% | $5,404-89.8% |