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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 | $13,650 | $138,102-90.1% | $125,381-89.1% | $134,532-89.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -22.38% | 750.73%-773.1pp | 572.31%-594.7pp | 418.27%-440.6pp |
| Employer contribution / active EE | $2,222 | $5,245-57.6% | $4,815-53.9% | $4,741-53.1% |
| Participant deferral / active EE | $5,476 | $7,801-29.8% | $7,448-26.5% | $6,401-14.5% |
| Admin fee / account holder | $497 | $11,568-95.7% | $10,007-95.0% | $11,429-95.7% |