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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 | $15,295 | $138,076-88.9% | $123,553-87.6% | $135,380-88.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -14.62% | 153.70%-168.3pp | 119.21%-133.8pp | 519.81%-534.4pp |
| Employer contribution / active EE | $1,292 | $5,152-74.9% | $4,628-72.1% | $4,779-73.0% |
| Participant deferral / active EE | $2,343 | $6,800-65.5% | $6,426-63.5% | $5,609-58.2% |
| Admin fee / account holder | $1,239 | $10,917-88.7% | $9,284-86.7% | $10,828-88.6% |