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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 | $14,444 | $157,296-90.8% | $141,191-89.8% | $152,897-90.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | -1.83% | 64.34%-66.2pp | 71.41%-73.2pp | 345.43%-347.3pp |
| Employer contribution / active EE | $1,837 | $5,262-65.1% | $4,736-61.2% | $4,764-61.4% |
| Participant deferral / active EE | $3,661 | $7,111-48.5% | $6,710-45.4% | $5,851-37.4% |
| Admin fee / account holder | $1,482 | $12,125-87.8% | $10,264-85.6% | $11,599-87.2% |