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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 | $16,697 | $82,630-79.8% | $64,105-74.0% | $125,389-86.7% |
| Participation rate | 81.0% | 75.9%+5.1pp | 68.2%+12.8pp | 83.2%-2.2pp |
| Annual return | -5.33% | 1489.72%-1495.0pp | 791.24%-796.6pp | 282.24%-287.6pp |
| Employer contribution / active EE | $1,088 | $2,671-59.3% | $1,820-40.2% | $4,866-77.6% |
| Participant deferral / active EE | $2,583 | $3,608-28.4% | $2,822-8.5% | $5,352-51.7% |
| Admin fee / account holder | $1,619 | $6,382-74.6% | $4,499-64.0% | $9,541-83.0% |