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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 | $15,432 | $72,404-78.7% | $110,243-86.0% | $64,173-76.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -8.73% | -6.29%-2.4pp | 314.76%-323.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,983 | $2,282+30.7% | $3,827-22.1% | $2,381+25.3% |
| Participant deferral / active EE | $2,926 | $3,469-15.6% | $4,672-37.4% | $3,470-15.7% |
| Admin fee / account holder | $3,377 | $5,664-40.4% | $8,548-60.5% | $4,887-30.9% |