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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 | $17,395 | $159,978-89.1% | $147,041-88.2% | $145,978-88.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | -13.42% | 98.36%-111.8pp | 419.21%-432.6pp | 550.52%-563.9pp |
| Employer contribution / active EE | $5,003 | $5,288-5.4% | $4,935+1.4% | $4,662+7.3% |
| Participant deferral / active EE | $3,112 | $8,429-63.1% | $8,071-61.4% | $6,690-53.5% |
| Admin fee / account holder | $4,908 | $15,053-67.4% | $13,006-62.3% | $13,400-63.4% |