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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 | $19,639 | $138,075-85.8% | $123,552-84.1% | $135,379-85.5% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -13.00% | 153.70%-166.7pp | 119.20%-132.2pp | 519.79%-532.8pp |
| Employer contribution / active EE | $5,237 | $5,152+1.6% | $4,628+13.1% | $4,779+9.6% |
| Participant deferral / active EE | $12,425 | $6,800+82.7% | $6,426+93.4% | $5,609+121.5% |
| Admin fee / account holder | $2,549 | $10,917-76.7% | $9,285-72.5% | $10,828-76.5% |