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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 | $19,339 | $138,076-86.0% | $123,553-84.3% | $135,380-85.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -12.27% | 153.70%-166.0pp | 119.21%-131.5pp | 519.81%-532.1pp |
| Employer contribution / active EE | $3,852 | $5,152-25.2% | $4,628-16.8% | $4,779-19.4% |
| Participant deferral / active EE | $12,531 | $6,800+84.3% | $6,426+95.0% | $5,609+123.4% |
| Admin fee / account holder | $2,392 | $10,917-78.1% | $9,284-74.2% | $10,828-77.9% |