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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 | $10,125 | $82,674-87.8% | $125,381-91.9% | $68,486-85.2% |
| Participation rate | 92.7% | 75.1%+17.7pp | 82.4%+10.3pp | 67.9%+24.8pp |
| Annual return | -19.65% | -5.97%-13.7pp | 572.31%-592.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,220 | $3,382-63.9% | $4,815-74.7% | $2,597-53.0% |
| Participant deferral / active EE | $3,125 | $6,111-48.9% | $7,448-58.0% | $4,028-22.4% |
| Admin fee / account holder | $414 | $6,277-93.4% | $10,007-95.9% | $5,404-92.3% |