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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 | $21,395 | $196,972-89.1% | $182,262-88.3% | $198,609-89.2% |
| Participation rate | 94.1% | 85.7%+8.4pp | 84.2%+9.9pp | 82.4%+11.7pp |
| Annual return | -50.34% | 158.27%-208.6pp | 140.60%-190.9pp | 202.70%-253.0pp |
| Employer contribution / active EE | $2,484 | $5,364-53.7% | $5,046-50.8% | $5,055-50.9% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,346 | $18,429-87.3% | $16,712-86.0% | $19,030-87.7% |