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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 | $11,416 | $82,674-86.2% | $125,381-90.9% | $68,486-83.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.41% | -5.97%-15.4pp | 572.31%-593.7pp | -7.85%-13.6pp |
| Employer contribution / active EE | $4,143 | $3,382+22.5% | $4,815-14.0% | $2,597+59.5% |
| Participant deferral / active EE | $6,025 | $6,111-1.4% | $7,448-19.1% | $4,028+49.6% |
| Admin fee / account holder | $3,253 | $6,277-48.2% | $10,007-67.5% | $5,404-39.8% |