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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 | $12,935 | $138,076-90.6% | $123,553-89.5% | $135,380-90.4% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -9.54% | 153.70%-163.2pp | 119.21%-128.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,149 | $5,152-77.7% | $4,628-75.2% | $4,779-76.0% |
| Participant deferral / active EE | $3,756 | $6,800-44.8% | $6,426-41.6% | $5,609-33.0% |
| Admin fee / account holder | $456 | $10,917-95.8% | $9,284-95.1% | $10,828-95.8% |