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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 | $13,095 | $59,107-77.8% | $86,439-84.9% | $68,495-80.9% |
| Participation rate | 96.8% | 75.2%+21.5pp | 80.3%+16.4pp | 67.9%+28.9pp |
| Annual return | -24.62% | -0.23%-24.4pp | 4395.55%-4420.2pp | -7.84%-16.8pp |
| Employer contribution / active EE | $4,810 | $2,519+91.0% | $3,769+27.6% | $2,596+85.3% |
| Participant deferral / active EE | $8,502 | $5,901+44.1% | $6,952+22.3% | $4,028+111.1% |
| Admin fee / account holder | $984 | $5,637-82.5% | $6,732-85.4% | $5,403-81.8% |