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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 | $15,918 | $176,077-91.0% | $159,455-90.0% | $167,518-90.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | -26.79% | 331.83%-358.6pp | 263.63%-290.4pp | 478.71%-505.5pp |
| Employer contribution / active EE | $1,871 | $5,298-64.7% | $4,830-61.3% | $4,838-61.3% |
| Participant deferral / active EE | $9,765 | $7,751+26.0% | $7,353+32.8% | $6,342+54.0% |
| Admin fee / account holder | $1,159 | $12,556-90.8% | $10,800-89.3% | $12,312-90.6% |