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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 | $13,202 | $82,678-84.0% | $125,391-89.5% | $68,490-80.7% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -21.12% | -5.97%-15.1pp | 572.41%-593.5pp | -7.85%-13.3pp |
| Employer contribution / active EE | $884 | $3,382-73.9% | $4,816-81.7% | $2,597-66.0% |
| Participant deferral / active EE | $10,914 | $6,111+78.6% | $7,448+46.5% | $4,028+171.0% |
| Admin fee / account holder | $2,674 | $6,277-57.4% | $10,009-73.3% | $5,403-50.5% |