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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 | $12,964 | $190,916-93.2% | $160,037-91.9% | $134,545-90.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -26.12% | 552.79%-578.9pp | 408.95%-435.1pp | 418.37%-444.5pp |
| Employer contribution / active EE | $2,350 | $4,996-53.0% | $4,226-44.4% | $4,742-50.4% |
| Participant deferral / active EE | $4,005 | $6,925-42.2% | $6,184-35.2% | $6,401-37.4% |
| Admin fee / account holder | $1,116 | $10,497-89.4% | $8,716-87.2% | $11,431-90.2% |