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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 | $10,617 | $82,678-87.2% | $125,391-91.5% | $68,490-84.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -19.82% | -5.97%-13.9pp | 572.41%-592.2pp | -7.85%-12.0pp |
| Employer contribution / active EE | $3,324 | $3,382-1.7% | $4,816-31.0% | $2,597+28.0% |
| Participant deferral / active EE | $6,847 | $6,111+12.0% | $7,448-8.1% | $4,028+70.0% |
| Admin fee / account holder | $1,382 | $6,277-78.0% | $10,009-86.2% | $5,403-74.4% |