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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 | $12,426 | $82,674-85.0% | $125,381-90.1% | $68,486-81.9% |
| Participation rate | 85.2% | 75.1%+10.2pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -19.52% | -5.97%-13.6pp | 572.31%-591.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,612 | $3,382-22.8% | $4,815-45.7% | $2,597+0.6% |
| Participant deferral / active EE | $4,760 | $6,111-22.1% | $7,448-36.1% | $4,028+18.2% |
| Admin fee / account holder | $1,088 | $6,277-82.7% | $10,007-89.1% | $5,404-79.9% |