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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 | $14,170 | $82,674-82.9% | $125,363-88.7% | $68,495-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.53% | -5.97%-16.6pp | 572.15%-594.7pp | -7.84%-14.7pp |
| Employer contribution / active EE | $3,907 | $3,382+15.5% | $4,815-18.9% | $2,596+50.5% |
| Participant deferral / active EE | $6,485 | $6,111+6.1% | $7,447-12.9% | $4,028+61.0% |
| Admin fee / account holder | $590 | $6,276-90.6% | $10,005-94.1% | $5,403-89.1% |