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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 | $12,184 | $197,819-93.8% | $155,789-92.2% | $125,389-90.3% |
| Participation rate | 82.4% | 82.1%+0.3pp | 76.1%+6.3pp | 83.2%-0.8pp |
| Annual return | -5.18% | 86.73%-91.9pp | 71.54%-76.7pp | 282.24%-287.4pp |
| Employer contribution / active EE | $2,989 | $4,850-38.4% | $3,839-22.1% | $4,866-38.6% |
| Participant deferral / active EE | $3,982 | $5,631-29.3% | $4,798-17.0% | $5,352-25.6% |
| Admin fee / account holder | $1,081 | $9,544-88.7% | $7,477-85.5% | $9,541-88.7% |