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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 | $162,136-93.6% | $152,301-93.2% | $154,746-93.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | -28.07% | 91.02%-119.1pp | 80.50%-108.6pp | 172.34%-200.4pp |
| Employer contribution / active EE | $1,927 | $4,890-60.6% | $4,624-58.3% | $4,379-56.0% |
| Participant deferral / active EE | $5,145 | $8,341-38.3% | $8,004-35.7% | $6,730-23.6% |
| Admin fee / account holder | $3,341 | $15,759-78.8% | $14,398-76.8% | $14,365-76.7% |