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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 | $10,542 | $133,981-92.1% | $112,249-90.6% | $134,532-92.2% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -22.41% | 47.16%-69.6pp | 27.48%-49.9pp | 418.27%-440.7pp |
| Employer contribution / active EE | $2,256 | $4,040-44.2% | $3,636-38.0% | $4,741-52.4% |
| Participant deferral / active EE | $2,794 | $5,292-47.2% | $4,729-40.9% | $6,401-56.3% |
| Admin fee / account holder | $7,717 | $7,492+3.0% | $6,412+20.3% | $11,429-32.5% |