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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 | $20,573 | $94,529-78.2% | $140,019-85.3% | $64,173-67.9% |
| Participation rate | 74.0% | 84.1%-10.1pp | 87.5%-13.5pp | 69.6%+4.5pp |
| Annual return | -12.30% | 7.77%-20.1pp | 651.15%-663.5pp | 7.63%-19.9pp |
| Employer contribution / active EE | $2,067 | $3,812-45.8% | $5,605-63.1% | $2,381-13.2% |
| Participant deferral / active EE | $4,348 | $5,250-17.2% | $6,927-37.2% | $3,470+25.3% |
| Admin fee / account holder | $1,257 | $6,741-81.4% | $10,705-88.3% | $4,887-74.3% |