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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 | $6,735 | $82,674-91.9% | $125,381-94.6% | $68,486-90.2% |
| Participation rate | 91.9% | 75.1%+16.8pp | 82.4%+9.5pp | 67.9%+24.0pp |
| Annual return | -21.04% | -5.97%-15.1pp | 572.31%-593.3pp | -7.85%-13.2pp |
| Employer contribution / active EE | $3,661 | $3,382+8.3% | $4,815-24.0% | $2,597+41.0% |
| Participant deferral / active EE | $6,152 | $6,111+0.7% | $7,448-17.4% | $4,028+52.8% |
| Admin fee / account holder | $3,779 | $6,277-39.8% | $10,007-62.2% | $5,404-30.1% |