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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 | $10,895 | $82,674-86.8% | $125,363-91.3% | $68,495-84.1% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -19.50% | -5.97%-13.5pp | 572.15%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,271 | $6,111+19.0% | $7,447-2.4% | $4,028+80.5% |
| Admin fee / account holder | $4,702 | $6,276-25.1% | $10,005-53.0% | $5,403-13.0% |