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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 | $12,723 | $138,076-90.8% | $123,553-89.7% | $135,380-90.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -12.26% | 153.70%-166.0pp | 119.21%-131.5pp | 519.81%-532.1pp |
| Employer contribution / active EE | $1,382 | $5,152-73.2% | $4,628-70.1% | $4,779-71.1% |
| Participant deferral / active EE | $8,182 | $6,800+20.3% | $6,426+27.3% | $5,609+45.9% |
| Admin fee / account holder | $3,836 | $10,917-64.9% | $9,284-58.7% | $10,828-64.6% |