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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 | $5,137 | $166,242-96.9% | $165,071-96.9% | $145,884-96.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | -42.14% | 100.44%-142.6pp | 70.17%-112.3pp | 551.85%-594.0pp |
| Employer contribution / active EE | $2,051 | $5,283-61.2% | $4,347-52.8% | $4,662-56.0% |
| Participant deferral / active EE | $3,140 | $6,964-54.9% | $6,035-48.0% | $6,690-53.1% |
| Admin fee / account holder | $16,562 | $16,658-0.6% | $12,695+30.5% | $13,392+23.7% |