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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 | $16,025 | $57,352-72.1% | $83,831-80.9% | $64,173-75.0% |
| Participation rate | 78.6% | 68.6%+10.0pp | 76.1%+2.4pp | 69.6%+9.0pp |
| Annual return | -11.05% | 11.38%-22.4pp | 850.99%-862.0pp | 7.63%-18.7pp |
| Employer contribution / active EE | $2,044 | $2,546-19.7% | $3,631-43.7% | $2,381-14.1% |
| Participant deferral / active EE | $4,221 | $2,993+41.0% | $4,082+3.4% | $3,470+21.6% |
| Admin fee / account holder | $388 | $4,046-90.4% | $5,479-92.9% | $4,887-92.1% |