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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 | $16,104 | $138,075-88.3% | $123,552-87.0% | $135,379-88.1% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -25.09% | 153.70%-178.8pp | 119.20%-144.3pp | 519.79%-544.9pp |
| Employer contribution / active EE | $4,145 | $5,152-19.5% | $4,628-10.4% | $4,779-13.3% |
| Participant deferral / active EE | $9,209 | $6,800+35.4% | $6,426+43.3% | $5,609+64.2% |
| Admin fee / account holder | $1,631 | $10,917-85.1% | $9,285-82.4% | $10,828-84.9% |