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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 | $16,797 | $176,402-90.5% | $134,162-87.5% | $158,982-89.4% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | -0.75% | 63.66%-64.4pp | 36.35%-37.1pp | 302.99%-303.7pp |
| Employer contribution / active EE | $677 | $5,042-86.6% | $3,705-81.7% | $4,763-85.8% |
| Participant deferral / active EE | $2,007 | $4,093-51.0% | $3,500-42.7% | $5,983-66.5% |
| Admin fee / account holder | $24,797 | $8,719+184.4% | $6,685+270.9% | $11,252+120.4% |