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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 | $10,805 | $138,075-92.2% | $123,552-91.3% | $135,379-92.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -39.57% | 153.70%-193.3pp | 119.20%-158.8pp | 519.79%-559.4pp |
| Employer contribution / active EE | $1,884 | $5,152-63.4% | $4,628-59.3% | $4,779-60.6% |
| Participant deferral / active EE | $5,944 | $6,800-12.6% | $6,426-7.5% | $5,609+6.0% |
| Admin fee / account holder | $1,093 | $10,917-90.0% | $9,285-88.2% | $10,828-89.9% |