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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 | $13,385 | $82,678-83.8% | $125,391-89.3% | $68,490-80.5% |
| Participation rate | 79.4% | 75.1%+4.4pp | 82.4%-3.0pp | 67.9%+11.5pp |
| Annual return | -20.52% | -5.97%-14.6pp | 572.41%-592.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $2,643 | $3,382-21.9% | $4,816-45.1% | $2,597+1.8% |
| Participant deferral / active EE | $3,393 | $6,111-44.5% | $7,448-54.4% | $4,028-15.8% |
| Admin fee / account holder | $616 | $6,277-90.2% | $10,009-93.8% | $5,403-88.6% |