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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 | $12,941 | $160,059-91.9% | $140,019-90.8% | $135,380-90.4% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.5%+0.7pp | 82.6%+5.6pp |
| Annual return | -15.65% | 911.48%-927.1pp | 651.17%-666.8pp | 519.81%-535.5pp |
| Employer contribution / active EE | $2,995 | $6,420-53.3% | $5,605-46.6% | $4,779-37.3% |
| Participant deferral / active EE | $5,311 | $7,641-30.5% | $6,927-23.3% | $5,609-5.3% |
| Admin fee / account holder | $567 | $13,328-95.7% | $10,705-94.7% | $10,828-94.8% |