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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 | $10,082 | $138,072-92.7% | $123,549-91.8% | $135,382-92.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.52% | 153.69%-163.2pp | 119.20%-128.7pp | 519.77%-529.3pp |
| Employer contribution / active EE | $2,576 | $5,152-50.0% | $4,628-44.3% | $4,779-46.1% |
| Participant deferral / active EE | $2,956 | $6,799-56.5% | $6,426-54.0% | $5,609-47.3% |
| Admin fee / account holder | $717 | $10,917-93.4% | $9,284-92.3% | $10,829-93.4% |