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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 | $14,866 | $138,075-89.2% | $123,552-88.0% | $135,379-89.0% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -11.45% | 153.70%-165.1pp | 119.20%-130.7pp | 519.79%-531.2pp |
| Employer contribution / active EE | $1,440 | $5,152-72.1% | $4,628-68.9% | $4,779-69.9% |
| Participant deferral / active EE | $5,929 | $6,800-12.8% | $6,426-7.7% | $5,609+5.7% |
| Admin fee / account holder | $571 | $10,917-94.8% | $9,285-93.9% | $10,828-94.7% |