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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 | $7,318 | $77,449-90.6% | $69,483-89.5% | $152,909-95.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.5%-2.5pp |
| Annual return | -22.83% | 39.09%-61.9pp | 28.99%-51.8pp | 345.46%-368.3pp |
| Employer contribution / active EE | $3,847 | $3,316+16.0% | $2,780+38.4% | $4,764-19.2% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $782 | $6,210-87.4% | $3,841-79.6% | $11,601-93.3% |