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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 | $16,101 | $95,979-83.2% | $74,551-78.4% | $135,380-88.1% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -14.59% | 56.97%-71.6pp | 32.53%-47.1pp | 519.81%-534.4pp |
| Employer contribution / active EE | $1,728 | $2,716-36.4% | $1,961-11.9% | $4,779-63.8% |
| Participant deferral / active EE | $4,910 | $3,844+27.7% | $3,108+58.0% | $5,609-12.5% |
| Admin fee / account holder | $751 | $6,522-88.5% | $5,059-85.2% | $10,828-93.1% |