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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 | $14,197 | $138,076-89.7% | $123,553-88.5% | $135,380-89.5% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -19.88% | 153.70%-173.6pp | 119.21%-139.1pp | 519.81%-539.7pp |
| Employer contribution / active EE | $3,811 | $5,152-26.0% | $4,628-17.7% | $4,779-20.3% |
| Participant deferral / active EE | $5,876 | $6,800-13.6% | $6,426-8.6% | $5,609+4.8% |
| Admin fee / account holder | $510 | $10,917-95.3% | $9,284-94.5% | $10,828-95.3% |