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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 | $9,566 | $72,404-86.8% | $110,243-91.3% | $64,173-85.1% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.1pp |
| Annual return | -17.87% | -6.29%-11.6pp | 314.76%-332.6pp | 7.63%-25.5pp |
| Employer contribution / active EE | $1,677 | $2,282-26.5% | $3,827-56.2% | $2,381-29.6% |
| Participant deferral / active EE | $3,478 | $3,469+0.2% | $4,672-25.6% | $3,470+0.2% |
| Admin fee / account holder | $1,651 | $5,664-70.9% | $8,548-80.7% | $4,887-66.2% |