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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 | $14,794 | $135,645-89.1% | $110,243-86.6% | $135,380-89.1% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -15.71% | 513.24%-528.9pp | 314.76%-330.5pp | 519.81%-535.5pp |
| Employer contribution / active EE | $1,820 | $4,907-62.9% | $3,827-52.4% | $4,779-61.9% |
| Participant deferral / active EE | $5,812 | $5,507+5.5% | $4,672+24.4% | $5,609+3.6% |
| Admin fee / account holder | $491 | $11,458-95.7% | $8,548-94.3% | $10,828-95.5% |