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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 | $10,961 | $100,805-89.1% | $86,698-87.4% | $134,532-91.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -28.29% | 29.09%-57.4pp | 35.95%-64.2pp | 418.27%-446.6pp |
| Employer contribution / active EE | $2,176 | $3,490-37.7% | $2,837-23.3% | $4,741-54.1% |
| Participant deferral / active EE | $4,749 | $5,339-11.1% | $4,656+2.0% | $6,401-25.8% |
| Admin fee / account holder | $740 | $10,925-93.2% | $7,493-90.1% | $11,429-93.5% |