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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 | $17,236 | $72,404-76.2% | $110,243-84.4% | $64,173-73.1% |
| Participation rate | 81.6% | 73.3%+8.2pp | 79.8%+1.8pp | 69.6%+12.0pp |
| Annual return | -11.74% | -6.29%-5.5pp | 314.76%-326.5pp | 7.63%-19.4pp |
| Employer contribution / active EE | $1,884 | $2,282-17.4% | $3,827-50.8% | $2,381-20.9% |
| Participant deferral / active EE | $4,611 | $3,469+32.9% | $4,672-1.3% | $3,470+32.9% |
| Admin fee / account holder | $835 | $5,664-85.3% | $8,548-90.2% | $4,887-82.9% |