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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 | $14,537 | $95,979-84.9% | $74,551-80.5% | $135,380-89.3% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -10.25% | 56.97%-67.2pp | 32.53%-42.8pp | 519.81%-530.1pp |
| Employer contribution / active EE | $970 | $2,716-64.3% | $1,961-50.5% | $4,779-79.7% |
| Participant deferral / active EE | $4,429 | $3,844+15.2% | $3,108+42.5% | $5,609-21.0% |
| Admin fee / account holder | $761 | $6,522-88.3% | $5,059-85.0% | $10,828-93.0% |