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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 | $11,736 | $138,075-91.5% | $123,552-90.5% | $135,379-91.3% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -11.78% | 153.70%-165.5pp | 119.20%-131.0pp | 519.79%-531.6pp |
| Employer contribution / active EE | $1,851 | $5,152-64.1% | $4,628-60.0% | $4,779-61.3% |
| Participant deferral / active EE | $2,583 | $6,800-62.0% | $6,426-59.8% | $5,609-53.9% |
| Admin fee / account holder | $1,357 | $10,917-87.6% | $9,285-85.4% | $10,828-87.5% |