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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 | $16,889 | $82,674-79.6% | $125,381-86.5% | $68,486-75.3% |
| Participation rate | 76.9% | 75.1%+1.9pp | 82.4%-5.5pp | 67.9%+9.0pp |
| Annual return | -19.50% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $2,034 | $3,382-39.8% | $4,815-57.7% | $2,597-21.6% |
| Participant deferral / active EE | $3,657 | $6,111-40.2% | $7,448-50.9% | $4,028-9.2% |
| Admin fee / account holder | $801 | $6,277-87.2% | $10,007-92.0% | $5,404-85.2% |