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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 | $9,865 | $138,076-92.9% | $123,553-92.0% | $135,380-92.7% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -12.75% | 153.70%-166.4pp | 119.21%-132.0pp | 519.81%-532.6pp |
| Employer contribution / active EE | $1,678 | $5,152-67.4% | $4,628-63.7% | $4,779-64.9% |
| Participant deferral / active EE | $2,981 | $6,800-56.2% | $6,426-53.6% | $5,609-46.9% |
| Admin fee / account holder | $1,299 | $10,917-88.1% | $9,284-86.0% | $10,828-88.0% |