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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 | $13,776 | $129,959-89.4% | $104,301-86.8% | $134,532-89.8% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -21.69% | 42.04%-63.7pp | 24.61%-46.3pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,013 | $4,185-75.8% | $3,373-70.0% | $4,741-78.6% |
| Participant deferral / active EE | $2,370 | $5,589-57.6% | $4,626-48.8% | $6,401-63.0% |
| Admin fee / account holder | $326 | $9,325-96.5% | $7,340-95.6% | $11,429-97.1% |