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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 | $14,659 | $100,805-85.5% | $86,698-83.1% | $134,532-89.1% |
| Participation rate | 95.0% | 79.0%+16.0pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -27.11% | 29.09%-56.2pp | 35.95%-63.1pp | 418.27%-445.4pp |
| Employer contribution / active EE | $5,925 | $3,490+69.8% | $2,837+108.9% | $4,741+25.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,216 | $10,925-88.9% | $7,493-83.8% | $11,429-89.4% |