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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 | $7,872 | $95,917-91.8% | $79,583-90.1% | $134,545-94.1% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -63.05% | -2.70%-60.3pp | 0.16%-63.2pp | 418.37%-481.4pp |
| Employer contribution / active EE | $2,797 | $3,129-10.6% | $2,414+15.9% | $4,742-41.0% |
| Participant deferral / active EE | $5,044 | $4,694+7.5% | $3,986+26.5% | $6,401-21.2% |
| Admin fee / account holder | $391 | $9,132-95.7% | $6,835-94.3% | $11,431-96.6% |