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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 | $17,189 | $82,674-79.2% | $125,363-86.3% | $68,495-74.9% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -19.96% | -5.97%-14.0pp | 572.15%-592.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,679 | $3,382-20.8% | $4,815-44.3% | $2,596+3.2% |
| Participant deferral / active EE | $7,309 | $6,111+19.6% | $7,447-1.8% | $4,028+81.5% |
| Admin fee / account holder | $2,443 | $6,276-61.1% | $10,005-75.6% | $5,403-54.8% |