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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 | $9,327 | $138,075-93.2% | $123,552-92.5% | $135,379-93.1% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -29.88% | 153.70%-183.6pp | 119.20%-149.1pp | 519.79%-549.7pp |
| Employer contribution / active EE | $2,516 | $5,152-51.2% | $4,628-45.6% | $4,779-47.4% |
| Participant deferral / active EE | $5,683 | $6,800-16.4% | $6,426-11.6% | $5,609+1.3% |
| Admin fee / account holder | $1,250 | $10,917-88.5% | $9,285-86.5% | $10,828-88.5% |