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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 | $12,578 | $69,012-81.8% | $160,009-92.1% | $68,486-81.6% |
| Participation rate | 87.0% | 65.4%+21.5pp | 78.0%+9.0pp | 67.9%+19.1pp |
| Annual return | -21.71% | -9.65%-12.1pp | 408.85%-430.6pp | -7.85%-13.9pp |
| Employer contribution / active EE | $2,053 | $2,212-7.2% | $4,225-51.4% | $2,597-20.9% |
| Participant deferral / active EE | $5,255 | $4,212+24.8% | $6,183-15.0% | $4,028+30.5% |
| Admin fee / account holder | $2,223 | $4,798-53.7% | $8,715-74.5% | $5,404-58.9% |