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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 | $13,161 | $82,674-84.1% | $125,381-89.5% | $68,486-80.8% |
| Participation rate | 79.3% | 75.1%+4.3pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -19.42% | -5.97%-13.5pp | 572.31%-591.7pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,759 | $3,382-48.0% | $4,815-63.5% | $2,597-32.2% |
| Participant deferral / active EE | $4,387 | $6,111-28.2% | $7,448-41.1% | $4,028+8.9% |
| Admin fee / account holder | $2,273 | $6,277-63.8% | $10,007-77.3% | $5,404-57.9% |