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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 | $19,458 | $180,462-89.2% | $154,111-87.4% | $135,379-85.6% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -18.42% | 888.17%-906.6pp | 735.18%-753.6pp | 519.79%-538.2pp |
| Employer contribution / active EE | $2,596 | $6,036-57.0% | $5,298-51.0% | $4,779-45.7% |
| Participant deferral / active EE | $4,912 | $5,806-15.4% | $5,081-3.3% | $5,609-12.4% |
| Admin fee / account holder | $392 | $16,145-97.6% | $13,411-97.1% | $10,828-96.4% |