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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 | $21,036 | $168,636-87.5% | $147,617-85.7% | $125,393-83.2% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | -5.17% | 77.65%-82.8pp | 61.98%-67.2pp | 282.23%-287.4pp |
| Employer contribution / active EE | $6,682 | $6,252+6.9% | $5,565+20.1% | $4,866+37.3% |
| Participant deferral / active EE | $3,969 | $5,507-27.9% | $4,895-18.9% | $5,351-25.8% |
| Admin fee / account holder | $349 | $13,580-97.4% | $11,611-97.0% | $9,541-96.3% |