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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 | $26,890 | $160,059-83.2% | $140,019-80.8% | $135,379-80.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -23.53% | 911.44%-935.0pp | 651.15%-674.7pp | 519.79%-543.3pp |
| Employer contribution / active EE | $5,331 | $6,420-17.0% | $5,605-4.9% | $4,779+11.5% |
| Participant deferral / active EE | $10,989 | $7,641+43.8% | $6,927+58.6% | $5,609+95.9% |
| Admin fee / account holder | $319 | $13,328-97.6% | $10,705-97.0% | $10,828-97.1% |