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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 | $12,396 | $138,076-91.0% | $123,553-90.0% | $135,380-90.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -16.27% | 153.70%-170.0pp | 119.21%-135.5pp | 519.81%-536.1pp |
| Employer contribution / active EE | $3,680 | $5,152-28.6% | $4,628-20.5% | $4,779-23.0% |
| Participant deferral / active EE | $9,492 | $6,800+39.6% | $6,426+47.7% | $5,609+69.2% |
| Admin fee / account holder | $1,977 | $10,917-81.9% | $9,284-78.7% | $10,828-81.7% |