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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 | $12,346 | $82,678-85.1% | $125,391-90.2% | $68,490-82.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -25.49% | -5.97%-19.5pp | 572.41%-597.9pp | -7.85%-17.6pp |
| Employer contribution / active EE | $2,076 | $3,382-38.6% | $4,816-56.9% | $2,597-20.1% |
| Participant deferral / active EE | $4,303 | $6,111-29.6% | $7,448-42.2% | $4,028+6.8% |
| Admin fee / account holder | $557 | $6,277-91.1% | $10,009-94.4% | $5,403-89.7% |