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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 | $9,079 | $134,001-93.2% | $112,258-91.9% | $134,509-93.3% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -21.81% | 47.15%-69.0pp | 27.47%-49.3pp | 418.13%-439.9pp |
| Employer contribution / active EE | $2,063 | $4,039-48.9% | $3,636-43.3% | $4,741-56.5% |
| Participant deferral / active EE | $3,171 | $5,291-40.1% | $4,728-32.9% | $6,400-50.5% |
| Admin fee / account holder | $419 | $7,491-94.4% | $6,411-93.5% | $11,427-96.3% |