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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 | $20,478 | $99,079-79.3% | $78,002-73.7% | $273,972-92.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | -2.78% | 217.93%-220.7pp | 425.99%-428.8pp | 41.46%-44.2pp |
| Employer contribution / active EE | $684 | $3,308-79.3% | $2,470-72.3% | $4,869-85.9% |
| Participant deferral / active EE | $1,887 | $4,306-56.2% | $3,497-46.0% | $5,287-64.3% |
| Admin fee / account holder | $1,337 | $8,954-85.1% | $5,481-75.6% | $10,133-86.8% |