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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 | $10,918 | $138,102-92.1% | $125,381-91.3% | $134,532-91.9% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -28.90% | 750.73%-779.6pp | 572.31%-601.2pp | 418.27%-447.2pp |
| Employer contribution / active EE | $1,176 | $5,245-77.6% | $4,815-75.6% | $4,741-75.2% |
| Participant deferral / active EE | $6,838 | $7,801-12.3% | $7,448-8.2% | $6,401+6.8% |
| Admin fee / account holder | $869 | $11,568-92.5% | $10,007-91.3% | $11,429-92.4% |