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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 | $5,959 | $162,136-96.3% | $152,301-96.1% | $154,746-96.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | -56.29% | 91.02%-147.3pp | 80.50%-136.8pp | 172.34%-228.6pp |
| Employer contribution / active EE | $1,380 | $4,890-71.8% | $4,624-70.2% | $4,379-68.5% |
| Participant deferral / active EE | $6,454 | $8,341-22.6% | $8,004-19.4% | $6,730-4.1% |
| Admin fee / account holder | $3,671 | $15,759-76.7% | $14,398-74.5% | $14,365-74.4% |