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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 | $12,370 | $138,075-91.0% | $123,552-90.0% | $135,379-90.9% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -9.79% | 153.70%-163.5pp | 119.20%-129.0pp | 519.79%-529.6pp |
| Employer contribution / active EE | $2,124 | $5,152-58.8% | $4,628-54.1% | $4,779-55.6% |
| Participant deferral / active EE | $6,893 | $6,800+1.4% | $6,426+7.3% | $5,609+22.9% |
| Admin fee / account holder | $3,196 | $10,917-70.7% | $9,285-65.6% | $10,828-70.5% |