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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 | $19,646 | $138,075-85.8% | $123,552-84.1% | $135,379-85.5% |
| Participation rate | 79.2% | 84.7%-5.6pp | 82.3%-3.1pp | 82.6%-3.5pp |
| Annual return | -12.46% | 153.70%-166.2pp | 119.20%-131.7pp | 519.79%-532.2pp |
| Employer contribution / active EE | $2,055 | $5,152-60.1% | $4,628-55.6% | $4,779-57.0% |
| Participant deferral / active EE | $3,506 | $6,800-48.4% | $6,426-45.4% | $5,609-37.5% |
| Admin fee / account holder | $409 | $10,917-96.3% | $9,285-95.6% | $10,828-96.2% |