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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 | $15,770 | $98,766-84.0% | $149,730-89.5% | $79,852-80.3% |
| Participation rate | 84.5% | 75.8%+8.7pp | 82.5%+2.0pp | 69.6%+14.8pp |
| Annual return | -78.08% | 27.43%-105.5pp | 276.70%-354.8pp | 31.72%-109.8pp |
| Employer contribution / active EE | $1,627 | $3,217-49.4% | $4,645-65.0% | $2,471-34.2% |
| Participant deferral / active EE | $2,635 | $5,681-53.6% | $6,843-61.5% | $3,740-29.6% |
| Admin fee / account holder | $1,340 | $6,052-77.9% | $9,310-85.6% | $5,306-74.8% |