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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 | $10,343 | $196,972-94.7% | $182,262-94.3% | $198,609-94.8% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | -28.07% | 158.27%-186.3pp | 140.60%-168.7pp | 202.70%-230.8pp |
| Employer contribution / active EE | $1,927 | $5,364-64.1% | $5,046-61.8% | $5,055-61.9% |
| Participant deferral / active EE | $5,145 | $8,643-40.5% | $8,276-37.8% | $6,977-26.3% |
| Admin fee / account holder | $3,341 | $18,429-81.9% | $16,712-80.0% | $19,030-82.4% |