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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 | $19,191 | $135,645-85.9% | $110,243-82.6% | $135,380-85.8% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.8%-7.6pp | 82.6%-10.4pp |
| Annual return | -9.51% | 513.24%-522.8pp | 314.76%-324.3pp | 519.81%-529.3pp |
| Employer contribution / active EE | $2,224 | $4,907-54.7% | $3,827-41.9% | $4,779-53.5% |
| Participant deferral / active EE | $3,230 | $5,507-41.3% | $4,672-30.9% | $5,609-42.4% |
| Admin fee / account holder | $876 | $11,458-92.4% | $8,548-89.8% | $10,828-91.9% |