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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 | $8,341 | $183,988-95.5% | $162,177-94.9% | $152,897-94.5% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.6%+2.9pp | 82.5%+8.0pp |
| Annual return | -49.36% | 150.79%-200.1pp | 115.60%-165.0pp | 345.43%-394.8pp |
| Employer contribution / active EE | $4,784 | $6,370-24.9% | $5,613-14.8% | $4,764+0.4% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $909 | $13,123-93.1% | $10,843-91.6% | $11,599-92.2% |