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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 | $10,605 | $134,001-92.1% | $112,258-90.6% | $134,509-92.1% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -23.76% | 47.15%-70.9pp | 27.47%-51.2pp | 418.13%-441.9pp |
| Employer contribution / active EE | $1,670 | $4,039-58.7% | $3,636-54.1% | $4,741-64.8% |
| Participant deferral / active EE | $4,732 | $5,291-10.6% | $4,728+0.1% | $6,400-26.1% |
| Admin fee / account holder | $701 | $7,491-90.6% | $6,411-89.1% | $11,427-93.9% |