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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 | $10,928 | $82,678-86.8% | $125,391-91.3% | $68,490-84.0% |
| Participation rate | 84.1% | 75.1%+9.0pp | 82.4%+1.7pp | 67.9%+16.2pp |
| Annual return | -19.42% | -5.97%-13.5pp | 572.41%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $2,243 | $3,382-33.7% | $4,816-53.4% | $2,597-13.6% |
| Participant deferral / active EE | $3,409 | $6,111-44.2% | $7,448-54.2% | $4,028-15.4% |
| Admin fee / account holder | $2,900 | $6,277-53.8% | $10,009-71.0% | $5,403-46.3% |