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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 | $11,677 | $183,516-93.6% | $155,534-92.5% | $145,884-92.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | -1.70% | 61.43%-63.1pp | 64.92%-66.6pp | 551.85%-553.5pp |
| Employer contribution / active EE | $1,367 | $5,315-74.3% | $4,675-70.7% | $4,662-70.7% |
| Participant deferral / active EE | $2,824 | $6,467-56.3% | $5,630-49.8% | $6,690-57.8% |
| Admin fee / account holder | $9,698 | $19,293-49.7% | $15,900-39.0% | $13,392-27.6% |