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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 | $14,520 | $138,102-89.5% | $125,381-88.4% | $134,532-89.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.89% | 750.73%-771.6pp | 572.31%-593.2pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,201 | $5,245-77.1% | $4,815-75.1% | $4,741-74.7% |
| Participant deferral / active EE | $9,994 | $7,801+28.1% | $7,448+34.2% | $6,401+56.1% |
| Admin fee / account holder | $28,412 | $11,568+145.6% | $10,007+183.9% | $11,429+148.6% |