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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 | $7,239 | $82,678-91.2% | $125,391-94.2% | $68,490-89.4% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -41.00% | -5.97%-35.0pp | 572.41%-613.4pp | -7.85%-33.1pp |
| Employer contribution / active EE | $3,338 | $3,382-1.3% | $4,816-30.7% | $2,597+28.5% |
| Participant deferral / active EE | $5,781 | $6,111-5.4% | $7,448-22.4% | $4,028+43.5% |
| Admin fee / account holder | $1,450 | $6,277-76.9% | $10,009-85.5% | $5,403-73.2% |