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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 | $19,410 | $138,075-85.9% | $123,552-84.3% | $135,379-85.7% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -9.61% | 153.70%-163.3pp | 119.20%-128.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $9,028 | $5,152+75.2% | $4,628+95.1% | $4,779+88.9% |
| Participant deferral / active EE | $12,473 | $6,800+83.4% | $6,426+94.1% | $5,609+122.4% |
| Admin fee / account holder | $5,944 | $10,917-45.6% | $9,285-36.0% | $10,828-45.1% |