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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 | $16,008 | $82,674-80.6% | $125,363-87.2% | $68,495-76.6% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -24.20% | -5.97%-18.2pp | 572.15%-596.3pp | -7.84%-16.4pp |
| Employer contribution / active EE | $4,291 | $3,382+26.9% | $4,815-10.9% | $2,596+65.3% |
| Participant deferral / active EE | $5,322 | $6,111-12.9% | $7,447-28.5% | $4,028+32.1% |
| Admin fee / account holder | $534 | $6,276-91.5% | $10,005-94.7% | $5,403-90.1% |