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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 | $10,580 | $82,674-87.2% | $125,363-91.6% | $68,495-84.6% |
| Participation rate | 96.9% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -25.37% | -5.97%-19.4pp | 572.15%-597.5pp | -7.84%-17.5pp |
| Employer contribution / active EE | $1,389 | $3,382-58.9% | $4,815-71.1% | $2,596-46.5% |
| Participant deferral / active EE | $3,227 | $6,111-47.2% | $7,447-56.7% | $4,028-19.9% |
| Admin fee / account holder | $1,072 | $6,276-82.9% | $10,005-89.3% | $5,403-80.2% |