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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 | $17,128 | $180,462-90.5% | $154,111-88.9% | $135,379-87.3% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -16.66% | 888.17%-904.8pp | 735.18%-751.8pp | 519.79%-536.4pp |
| Employer contribution / active EE | $3,614 | $6,036-40.1% | $5,298-31.8% | $4,779-24.4% |
| Participant deferral / active EE | $6,977 | $5,806+20.2% | $5,081+37.3% | $5,609+24.4% |
| Admin fee / account holder | $388 | $16,145-97.6% | $13,411-97.1% | $10,828-96.4% |