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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 | $11,476 | $99,652-88.5% | $78,778-85.4% | $147,586-92.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | -2.32% | 47.28%-49.6pp | 35.62%-37.9pp | 578.59%-580.9pp |
| Employer contribution / active EE | $1,671 | $2,796-40.2% | $1,986-15.8% | $4,876-65.7% |
| Participant deferral / active EE | $1,671 | $3,664-54.4% | $2,958-43.5% | $5,439-69.3% |
| Admin fee / account holder | $1,772 | $7,155-75.2% | $5,134-65.5% | $10,886-83.7% |