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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 | $15,259 | $167,352-90.9% | $143,788-89.4% | $134,509-88.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -71.92% | 0.47%-72.4pp | -0.03%-71.9pp | 418.13%-490.1pp |
| Employer contribution / active EE | $2,171 | $5,620-61.4% | $4,952-56.2% | $4,741-54.2% |
| Participant deferral / active EE | $8,953 | $6,447+38.9% | $5,638+58.8% | $6,400+39.9% |
| Admin fee / account holder | $12,696 | $18,091-29.8% | $14,675-13.5% | $11,427+11.1% |