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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 | $7,794 | $69,012-88.7% | $160,009-95.1% | $68,486-88.6% |
| Participation rate | 97.9% | 65.4%+32.5pp | 78.0%+19.9pp | 67.9%+30.0pp |
| Annual return | -22.13% | -9.65%-12.5pp | 408.85%-431.0pp | -7.85%-14.3pp |
| Employer contribution / active EE | $2,180 | $2,212-1.5% | $4,225-48.4% | $2,597-16.0% |
| Participant deferral / active EE | $6,251 | $4,212+48.4% | $6,183+1.1% | $4,028+55.2% |
| Admin fee / account holder | $366 | $4,798-92.4% | $8,715-95.8% | $5,404-93.2% |