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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 | $9,639 | $95,979-90.0% | $74,551-87.1% | $135,380-92.9% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -13.55% | 56.97%-70.5pp | 32.53%-46.1pp | 519.81%-533.4pp |
| Employer contribution / active EE | $1,296 | $2,716-52.3% | $1,961-33.9% | $4,779-72.9% |
| Participant deferral / active EE | $2,554 | $3,844-33.6% | $3,108-17.8% | $5,609-54.5% |
| Admin fee / account holder | $3,022 | $6,522-53.7% | $5,059-40.3% | $10,828-72.1% |