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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 | $12,623 | $168,635-92.5% | $147,617-91.4% | $125,389-89.9% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | -9.55% | 77.65%-87.2pp | 61.98%-71.5pp | 282.24%-291.8pp |
| Employer contribution / active EE | $3,146 | $6,252-49.7% | $5,564-43.5% | $4,866-35.4% |
| Participant deferral / active EE | $5,790 | $5,507+5.1% | $4,895+18.3% | $5,352+8.2% |
| Admin fee / account holder | $341 | $13,580-97.5% | $11,612-97.1% | $9,541-96.4% |