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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 | $17,297 | $78,694-78.0% | $67,652-74.4% | $125,389-86.2% |
| Participation rate | 71.4% | 78.8%-7.4pp | 75.7%-4.2pp | 83.2%-11.8pp |
| Annual return | -5.04% | 9.46%-14.5pp | 6625.40%-6630.4pp | 282.24%-287.3pp |
| Employer contribution / active EE | $949 | $3,044-68.8% | $2,266-58.1% | $4,866-80.5% |
| Participant deferral / active EE | $3,929 | $4,292-8.5% | $3,560+10.4% | $5,352-26.6% |
| Admin fee / account holder | $1,222 | $7,403-83.5% | $4,821-74.7% | $9,541-87.2% |