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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 | $8,519 | $138,076-93.8% | $123,553-93.1% | $135,380-93.7% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -18.38% | 153.70%-172.1pp | 119.21%-137.6pp | 519.81%-538.2pp |
| Employer contribution / active EE | $2,298 | $5,152-55.4% | $4,628-50.3% | $4,779-51.9% |
| Participant deferral / active EE | $3,737 | $6,800-45.0% | $6,426-41.9% | $5,609-33.4% |
| Admin fee / account holder | $1,376 | $10,917-87.4% | $9,284-85.2% | $10,828-87.3% |