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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 | $13,089 | $167,362-92.2% | $143,799-90.9% | $134,532-90.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -25.41% | 0.47%-25.9pp | -0.04%-25.4pp | 418.27%-443.7pp |
| Employer contribution / active EE | $2,875 | $5,620-48.8% | $4,952-41.9% | $4,741-39.4% |
| Participant deferral / active EE | $5,357 | $6,447-16.9% | $5,638-5.0% | $6,401-16.3% |
| Admin fee / account holder | $342 | $18,094-98.1% | $14,677-97.7% | $11,429-97.0% |