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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 | $14,710 | $166,268-91.2% | $165,100-91.1% | $145,897-89.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | -35.86% | 100.52%-136.4pp | 70.21%-106.1pp | 552.29%-588.2pp |
| Employer contribution / active EE | $1,789 | $5,284-66.1% | $4,348-58.9% | $4,663-61.6% |
| Participant deferral / active EE | $7,071 | $6,964+1.5% | $6,035+17.2% | $6,689+5.7% |
| Admin fee / account holder | $342 | $16,659-97.9% | $12,696-97.3% | $13,390-97.4% |