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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 | $15,465 | $162,136-90.5% | $152,301-89.8% | $154,746-90.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -14.82% | 91.02%-105.8pp | 80.50%-95.3pp | 172.34%-187.2pp |
| Employer contribution / active EE | $1,944 | $4,890-60.3% | $4,624-58.0% | $4,379-55.6% |
| Participant deferral / active EE | $4,179 | $8,341-49.9% | $8,004-47.8% | $6,730-37.9% |
| Admin fee / account holder | $4,465 | $15,759-71.7% | $14,398-69.0% | $14,365-68.9% |