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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 | $5,851 | $152,591-96.2% | $117,529-95.0% | $134,545-95.7% |
| Participation rate | 84.6% | 77.1%+7.5pp | 70.6%+14.0pp | 81.2%+3.4pp |
| Annual return | -21.10% | 53.04%-74.1pp | 29.77%-50.9pp | 418.37%-439.5pp |
| Employer contribution / active EE | $1,482 | $5,576-73.4% | $4,179-64.5% | $4,742-68.7% |
| Participant deferral / active EE | $3,703 | $4,821-23.2% | $4,072-9.1% | $6,401-42.2% |
| Admin fee / account holder | $2,301 | $7,004-67.2% | $5,645-59.2% | $11,431-79.9% |