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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 | $16,310 | $56,197-71.0% | $67,652-75.9% | $59,633-72.6% |
| Participation rate | 71.6% | 71.5%+0.2pp | 75.7%-4.0pp | 68.7%+3.0pp |
| Annual return | -9.18% | 18508.10%-18517.3pp | 6625.40%-6634.6pp | 2041.45%-2050.6pp |
| Employer contribution / active EE | $712 | $1,615-55.9% | $2,266-68.6% | $2,203-67.7% |
| Participant deferral / active EE | $3,039 | $2,844+6.9% | $3,560-14.6% | $3,192-4.8% |
| Admin fee / account holder | $1,063 | $3,958-73.1% | $4,821-77.9% | $4,297-75.3% |