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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 | $12,354 | $138,102-91.1% | $125,381-90.1% | $134,532-90.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -33.61% | 750.73%-784.3pp | 572.31%-605.9pp | 418.27%-451.9pp |
| Employer contribution / active EE | $2,030 | $5,245-61.3% | $4,815-57.8% | $4,741-57.2% |
| Participant deferral / active EE | $9,485 | $7,801+21.6% | $7,448+27.4% | $6,401+48.2% |
| Admin fee / account holder | $330 | $11,568-97.1% | $10,007-96.7% | $11,429-97.1% |