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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 | $16,255 | $82,674-80.3% | $125,381-87.0% | $68,486-76.3% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -22.99% | -5.97%-17.0pp | 572.31%-595.3pp | -7.85%-15.1pp |
| Employer contribution / active EE | $3,542 | $3,382+4.7% | $4,815-26.4% | $2,597+36.4% |
| Participant deferral / active EE | $7,375 | $6,111+20.7% | $7,448-1.0% | $4,028+83.1% |
| Admin fee / account holder | $2,222 | $6,277-64.6% | $10,007-77.8% | $5,404-58.9% |