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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 | $19,610 | $138,076-85.8% | $123,553-84.1% | $135,380-85.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -12.59% | 153.70%-166.3pp | 119.21%-131.8pp | 519.81%-532.4pp |
| Employer contribution / active EE | $3,136 | $5,152-39.1% | $4,628-32.2% | $4,779-34.4% |
| Participant deferral / active EE | $8,624 | $6,800+26.8% | $6,426+34.2% | $5,609+53.8% |
| Admin fee / account holder | $1,922 | $10,917-82.4% | $9,284-79.3% | $10,828-82.3% |