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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 | $11,751 | $56,197-79.1% | $67,652-82.6% | $59,633-80.3% |
| Participation rate | 88.0% | 71.5%+16.5pp | 75.7%+12.3pp | 68.7%+19.3pp |
| Annual return | -7.39% | 18508.10%-18515.5pp | 6625.40%-6632.8pp | 2041.45%-2048.8pp |
| Employer contribution / active EE | $1,667 | $1,615+3.2% | $2,266-26.4% | $2,203-24.3% |
| Participant deferral / active EE | $4,591 | $2,844+61.5% | $3,560+29.0% | $3,192+43.8% |
| Admin fee / account holder | $1,255 | $3,958-68.3% | $4,821-74.0% | $4,297-70.8% |