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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 | $11,229 | $56,197-80.0% | $67,652-83.4% | $59,633-81.2% |
| Participation rate | 88.9% | 71.5%+17.4pp | 75.7%+13.2pp | 68.7%+20.2pp |
| Annual return | -2.67% | 18508.10%-18510.8pp | 6625.40%-6628.1pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,639 | $1,615+1.5% | $2,266-27.7% | $2,203-25.6% |
| Participant deferral / active EE | $3,822 | $2,844+34.4% | $3,560+7.4% | $3,192+19.7% |
| Admin fee / account holder | $5,700 | $3,958+44.0% | $4,821+18.2% | $4,297+32.6% |