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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 | $12,403 | $138,072-91.0% | $123,549-90.0% | $135,382-90.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.83% | 153.69%-164.5pp | 119.20%-130.0pp | 519.77%-530.6pp |
| Employer contribution / active EE | $2,341 | $5,152-54.6% | $4,628-49.4% | $4,779-51.0% |
| Participant deferral / active EE | $3,175 | $6,799-53.3% | $6,426-50.6% | $5,609-43.4% |
| Admin fee / account holder | $14,470 | $10,917+32.5% | $9,284+55.9% | $10,829+33.6% |