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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 | $10,519 | $138,102-92.4% | $125,381-91.6% | $134,532-92.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -36.40% | 750.73%-787.1pp | 572.31%-608.7pp | 418.27%-454.7pp |
| Employer contribution / active EE | $4,141 | $5,245-21.1% | $4,815-14.0% | $4,741-12.7% |
| Participant deferral / active EE | $9,471 | $7,801+21.4% | $7,448+27.2% | $6,401+48.0% |
| Admin fee / account holder | $1,026 | $11,568-91.1% | $10,007-89.8% | $11,429-91.0% |