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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 | $16,088 | $69,774-76.9% | $67,561-76.2% | $74,429-78.4% |
| Participation rate | 70.4% | 71.4%-0.9pp | 72.9%-2.5pp | 67.2%+3.2pp |
| Annual return | 11.23% | -40.53%+51.8pp | 3525.44%-3514.2pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $1,251 | $2,710-53.9% | $2,735-54.3% | $2,625-52.4% |
| Participant deferral / active EE | $1,502 | $3,636-58.7% | $4,003-62.5% | $4,348-65.5% |
| Admin fee / account holder | $1,963 | $890+120.6% | $4,006-51.0% | $1,944+1.0% |