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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 | $12,707 | $168,636-92.5% | $147,618-91.4% | $125,388-89.9% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -8.89% | 77.65%-86.5pp | 61.98%-70.9pp | 282.24%-291.1pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,529 | $5,507+0.4% | $4,895+13.0% | $5,352+3.3% |
| Admin fee / account holder | $670 | $13,580-95.1% | $11,612-94.2% | $9,541-93.0% |