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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 | $15,257 | $138,072-89.0% | $123,549-87.7% | $135,382-88.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.89% | 153.69%-164.6pp | 119.20%-130.1pp | 519.77%-530.7pp |
| Employer contribution / active EE | $2,538 | $5,152-50.7% | $4,628-45.2% | $4,779-46.9% |
| Participant deferral / active EE | $4,114 | $6,799-39.5% | $6,426-36.0% | $5,609-26.7% |
| Admin fee / account holder | $1,594 | $10,917-85.4% | $9,284-82.8% | $10,829-85.3% |