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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 | $18,314 | $138,075-86.7% | $123,552-85.2% | $135,379-86.5% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -10.32% | 153.70%-164.0pp | 119.20%-129.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $2,382 | $5,152-53.8% | $4,628-48.5% | $4,779-50.2% |
| Participant deferral / active EE | $3,604 | $6,800-47.0% | $6,426-43.9% | $5,609-35.7% |
| Admin fee / account holder | $2,804 | $10,917-74.3% | $9,285-69.8% | $10,828-74.1% |