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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 | $17,391 | $138,076-87.4% | $123,553-85.9% | $135,380-87.2% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -17.39% | 153.70%-171.1pp | 119.21%-136.6pp | 519.81%-537.2pp |
| Employer contribution / active EE | $2,905 | $5,152-43.6% | $4,628-37.2% | $4,779-39.2% |
| Participant deferral / active EE | $3,978 | $6,800-41.5% | $6,426-38.1% | $5,609-29.1% |
| Admin fee / account holder | $504 | $10,917-95.4% | $9,284-94.6% | $10,828-95.3% |