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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 | $8,689 | $100,811-91.4% | $86,698-90.0% | $134,545-93.5% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -33.27% | 29.11%-62.4pp | 35.96%-69.2pp | 418.37%-451.6pp |
| Employer contribution / active EE | $1,501 | $3,490-57.0% | $2,837-47.1% | $4,742-68.3% |
| Participant deferral / active EE | $1,885 | $5,339-64.7% | $4,656-59.5% | $6,401-70.6% |
| Admin fee / account holder | $1,950 | $10,926-82.2% | $7,492-74.0% | $11,431-82.9% |