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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 | $22,588 | $72,404-68.8% | $110,243-79.5% | $64,173-64.8% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.8pp |
| Annual return | -10.70% | -6.29%-4.4pp | 314.76%-325.5pp | 7.63%-18.3pp |
| Employer contribution / active EE | $2,275 | $2,282-0.3% | $3,827-40.6% | $2,381-4.5% |
| Participant deferral / active EE | $3,497 | $3,469+0.8% | $4,672-25.2% | $3,470+0.8% |
| Admin fee / account holder | $3,033 | $5,664-46.4% | $8,548-64.5% | $4,887-37.9% |