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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 | $13,596 | $175,259-92.2% | $149,723-90.9% | $139,487-90.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | -58.31% | 166.82%-225.1pp | 134.50%-192.8pp | 373.84%-432.1pp |
| Employer contribution / active EE | $1,189 | $5,478-78.3% | $4,821-75.3% | $4,755-75.0% |
| Participant deferral / active EE | $5,394 | $6,522-17.3% | $5,682-5.1% | $6,713-19.6% |
| Admin fee / account holder | $10,535 | $16,158-34.8% | $13,215-20.3% | $11,407-7.6% |