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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 | $23,895 | $196,972-87.9% | $182,262-86.9% | $198,609-88.0% |
| Participation rate | 94.7% | 85.7%+9.0pp | 84.2%+10.5pp | 82.4%+12.4pp |
| Annual return | -20.95% | 158.27%-179.2pp | 140.60%-161.6pp | 202.70%-223.7pp |
| Employer contribution / active EE | $8,710 | $5,364+62.4% | $5,046+72.6% | $5,055+72.3% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,263 | $18,429-87.7% | $16,712-86.5% | $19,030-88.1% |