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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 | $13,116 | $82,674-84.1% | $125,381-89.5% | $68,486-80.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.60% | -5.97%-14.6pp | 572.31%-592.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,418 | $3,382-58.1% | $4,815-70.5% | $2,597-45.4% |
| Participant deferral / active EE | $5,596 | $6,111-8.4% | $7,448-24.9% | $4,028+38.9% |
| Admin fee / account holder | $1,551 | $6,277-75.3% | $10,007-84.5% | $5,404-71.3% |