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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 | $18,031 | $167,362-89.2% | $143,799-87.5% | $134,532-86.6% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -40.95% | 0.47%-41.4pp | -0.04%-40.9pp | 418.27%-459.2pp |
| Employer contribution / active EE | $19,175 | $5,620+241.2% | $4,952+287.2% | $4,741+304.4% |
| Participant deferral / active EE | $3,799 | $6,447-41.1% | $5,638-32.6% | $6,401-40.6% |
| Admin fee / account holder | $5,501 | $18,094-69.6% | $14,677-62.5% | $11,429-51.9% |