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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 | $11,593 | $183,539-93.7% | $155,556-92.5% | $145,897-92.1% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | -14.44% | 61.31%-75.7pp | 64.84%-79.3pp | 552.29%-566.7pp |
| Employer contribution / active EE | $2,914 | $5,315-45.2% | $4,675-37.7% | $4,663-37.5% |
| Participant deferral / active EE | $5,152 | $6,467-20.3% | $5,631-8.5% | $6,689-23.0% |
| Admin fee / account holder | $2,824 | $19,275-85.3% | $15,885-82.2% | $13,390-78.9% |