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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 | $10,929 | $183,539-94.0% | $155,556-93.0% | $145,897-92.5% |
| Participation rate | 73.3% | 82.7%-9.4pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | -19.10% | 61.31%-80.4pp | 64.84%-83.9pp | 552.29%-571.4pp |
| Employer contribution / active EE | $2,131 | $5,315-59.9% | $4,675-54.4% | $4,663-54.3% |
| Participant deferral / active EE | $2,677 | $6,467-58.6% | $5,631-52.5% | $6,689-60.0% |
| Admin fee / account holder | $1,132 | $19,275-94.1% | $15,885-92.9% | $13,390-91.5% |