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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 | $8,652 | $190,879-95.5% | $160,009-94.6% | $134,532-93.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.0%+12.9pp | 81.2%+9.7pp |
| Annual return | -22.36% | 552.63%-575.0pp | 408.85%-431.2pp | 418.27%-440.6pp |
| Employer contribution / active EE | $823 | $4,995-83.5% | $4,225-80.5% | $4,741-82.6% |
| Participant deferral / active EE | $1,750 | $6,924-74.7% | $6,183-71.7% | $6,401-72.7% |
| Admin fee / account holder | $5,798 | $10,495-44.8% | $8,715-33.5% | $11,429-49.3% |