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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 | $8,023 | $129,960-93.8% | $104,299-92.3% | $134,545-94.0% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -25.04% | 42.06%-67.1pp | 24.62%-49.7pp | 418.37%-443.4pp |
| Employer contribution / active EE | $1,532 | $4,186-63.4% | $3,373-54.6% | $4,742-67.7% |
| Participant deferral / active EE | $4,924 | $5,589-11.9% | $4,626+6.4% | $6,401-23.1% |
| Admin fee / account holder | $501 | $9,324-94.6% | $7,339-93.2% | $11,431-95.6% |