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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 | $8,250 | $138,102-94.0% | $125,381-93.4% | $134,532-93.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -24.07% | 750.73%-774.8pp | 572.31%-596.4pp | 418.27%-442.3pp |
| Employer contribution / active EE | $5,763 | $5,245+9.9% | $4,815+19.7% | $4,741+21.5% |
| Participant deferral / active EE | $6,168 | $7,801-20.9% | $7,448-17.2% | $6,401-3.6% |
| Admin fee / account holder | $1,476 | $11,568-87.2% | $10,007-85.3% | $11,429-87.1% |