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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 | $10,137 | $77,817-87.0% | $123,553-91.8% | $64,173-84.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -12.83% | 12.49%-25.3pp | 119.21%-132.0pp | 7.63%-20.5pp |
| Employer contribution / active EE | $2,933 | $3,014-2.7% | $4,628-36.6% | $2,381+23.2% |
| Participant deferral / active EE | $5,861 | $5,240+11.9% | $6,426-8.8% | $3,470+68.9% |
| Admin fee / account holder | $3,121 | $5,519-43.5% | $9,284-66.4% | $4,887-36.1% |