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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 | $20,761 | $94,529-78.0% | $140,019-85.2% | $64,173-67.6% |
| Participation rate | 93.1% | 84.1%+9.0pp | 87.5%+5.6pp | 69.6%+23.5pp |
| Annual return | -10.44% | 7.77%-18.2pp | 651.15%-661.6pp | 7.63%-18.1pp |
| Employer contribution / active EE | $2,539 | $3,812-33.4% | $5,605-54.7% | $2,381+6.6% |
| Participant deferral / active EE | $4,849 | $5,250-7.6% | $6,927-30.0% | $3,470+39.8% |
| Admin fee / account holder | $1,870 | $6,741-72.3% | $10,705-82.5% | $4,887-61.7% |