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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 | $10,301 | $95,979-89.3% | $74,551-86.2% | $135,380-92.4% |
| Participation rate | 78.6% | 75.7%+2.9pp | 69.1%+9.4pp | 82.6%-4.1pp |
| Annual return | -16.78% | 56.97%-73.8pp | 32.53%-49.3pp | 519.81%-536.6pp |
| Employer contribution / active EE | $2,431 | $2,716-10.5% | $1,961+24.0% | $4,779-49.1% |
| Participant deferral / active EE | $2,554 | $3,844-33.6% | $3,108-17.8% | $5,609-54.5% |
| Admin fee / account holder | $391 | $6,522-94.0% | $5,059-92.3% | $10,828-96.4% |