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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 | $12,998 | $138,102-90.6% | $125,381-89.6% | $134,532-90.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -33.48% | 750.73%-784.2pp | 572.31%-605.8pp | 418.27%-451.7pp |
| Employer contribution / active EE | $2,716 | $5,245-48.2% | $4,815-43.6% | $4,741-42.7% |
| Participant deferral / active EE | $8,363 | $7,801+7.2% | $7,448+12.3% | $6,401+30.6% |
| Admin fee / account holder | $351 | $11,568-97.0% | $10,007-96.5% | $11,429-96.9% |