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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 | $14,817 | $82,674-82.1% | $125,363-88.2% | $68,495-78.4% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -52.88% | -5.97%-46.9pp | 572.15%-625.0pp | -7.84%-45.0pp |
| Employer contribution / active EE | $3,452 | $3,382+2.1% | $4,815-28.3% | $2,596+32.9% |
| Participant deferral / active EE | $8,432 | $6,111+38.0% | $7,447+13.2% | $4,028+109.4% |
| Admin fee / account holder | $2,445 | $6,276-61.0% | $10,005-75.6% | $5,403-54.8% |