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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 | $16,049 | $138,076-88.4% | $123,553-87.0% | $135,380-88.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -14.44% | 153.70%-168.1pp | 119.21%-133.6pp | 519.81%-534.2pp |
| Employer contribution / active EE | $2,560 | $5,152-50.3% | $4,628-44.7% | $4,779-46.4% |
| Participant deferral / active EE | $4,257 | $6,800-37.4% | $6,426-33.8% | $5,609-24.1% |
| Admin fee / account holder | $329 | $10,917-97.0% | $9,284-96.5% | $10,828-97.0% |