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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 | $14,368 | $197,819-92.7% | $155,789-90.8% | $125,389-88.5% |
| Participation rate | 83.3% | 82.1%+1.2pp | 76.1%+7.2pp | 83.2%+0.1pp |
| Annual return | -3.88% | 86.73%-90.6pp | 71.54%-75.4pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,786 | $4,850-63.2% | $3,839-53.5% | $4,866-63.3% |
| Participant deferral / active EE | $3,204 | $5,631-43.1% | $4,798-33.2% | $5,352-40.1% |
| Admin fee / account holder | $2,381 | $9,544-75.0% | $7,477-68.2% | $9,541-75.0% |