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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 | $3,066 | $138,076-97.8% | $123,553-97.5% | $135,380-97.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -20.35% | 153.70%-174.1pp | 119.21%-139.6pp | 519.81%-540.2pp |
| Employer contribution / active EE | $1,736 | $5,152-66.3% | $4,628-62.5% | $4,779-63.7% |
| Participant deferral / active EE | $2,817 | $6,800-58.6% | $6,426-56.2% | $5,609-49.8% |
| Admin fee / account holder | $1,842 | $10,917-83.1% | $9,284-80.2% | $10,828-83.0% |