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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 | $14,240 | $138,075-89.7% | $123,552-88.5% | $135,379-89.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -12.83% | 153.70%-166.5pp | 119.20%-132.0pp | 519.79%-532.6pp |
| Employer contribution / active EE | $1,664 | $5,152-67.7% | $4,628-64.0% | $4,779-65.2% |
| Participant deferral / active EE | $7,114 | $6,800+4.6% | $6,426+10.7% | $5,609+26.8% |
| Admin fee / account holder | $3,746 | $10,917-65.7% | $9,285-59.6% | $10,828-65.4% |