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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 | $15,628 | $72,404-78.4% | $110,243-85.8% | $64,173-75.6% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -12.09% | -6.29%-5.8pp | 314.76%-326.8pp | 7.63%-19.7pp |
| Employer contribution / active EE | $2,332 | $2,282+2.2% | $3,827-39.1% | $2,381-2.1% |
| Participant deferral / active EE | $4,841 | $3,469+39.5% | $4,672+3.6% | $3,470+39.5% |
| Admin fee / account holder | $458 | $5,664-91.9% | $8,548-94.6% | $4,887-90.6% |