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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 | $17,307 | $94,529-81.7% | $140,019-87.6% | $64,173-73.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -10.04% | 7.77%-17.8pp | 651.15%-661.2pp | 7.63%-17.7pp |
| Employer contribution / active EE | $2,391 | $3,812-37.3% | $5,605-57.3% | $2,381+0.4% |
| Participant deferral / active EE | $4,612 | $5,250-12.2% | $6,927-33.4% | $3,470+32.9% |
| Admin fee / account holder | $1,472 | $6,741-78.2% | $10,705-86.3% | $4,887-69.9% |