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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 | $13,654 | $138,102-90.1% | $125,381-89.1% | $134,532-89.9% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -28.28% | 750.73%-779.0pp | 572.31%-600.6pp | 418.27%-446.5pp |
| Employer contribution / active EE | $1,908 | $5,245-63.6% | $4,815-60.4% | $4,741-59.8% |
| Participant deferral / active EE | $7,784 | $7,801-0.2% | $7,448+4.5% | $6,401+21.6% |
| Admin fee / account holder | $329 | $11,568-97.2% | $10,007-96.7% | $11,429-97.1% |