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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 | $13,806 | $52,519-73.7% | $155,789-91.1% | $59,633-76.8% |
| Participation rate | 80.8% | 61.7%+19.1pp | 76.1%+4.7pp | 68.7%+12.1pp |
| Annual return | -3.16% | 53.51%-56.7pp | 71.54%-74.7pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $282 | $1,589-82.2% | $3,839-92.6% | $2,203-87.2% |
| Participant deferral / active EE | $2,054 | $3,084-33.4% | $4,798-57.2% | $3,192-35.7% |
| Admin fee / account holder | $2,004 | $3,540-43.4% | $7,477-73.2% | $4,297-53.4% |