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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 | $15,032 | $78,694-80.9% | $67,652-77.8% | $125,389-88.0% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -13.31% | 9.46%-22.8pp | 6625.40%-6638.7pp | 282.24%-295.6pp |
| Employer contribution / active EE | $2,865 | $3,044-5.9% | $2,266+26.4% | $4,866-41.1% |
| Participant deferral / active EE | $6,984 | $4,292+62.7% | $3,560+96.2% | $5,352+30.5% |
| Admin fee / account holder | $4,995 | $7,403-32.5% | $4,821+3.6% | $9,541-47.6% |