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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 | $11,944 | $138,114-91.4% | $125,391-90.5% | $134,545-91.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -28.76% | 750.88%-779.6pp | 572.41%-601.2pp | 418.37%-447.1pp |
| Employer contribution / active EE | $1,483 | $5,246-71.7% | $4,816-69.2% | $4,742-68.7% |
| Participant deferral / active EE | $8,498 | $7,801+8.9% | $7,448+14.1% | $6,401+32.8% |
| Admin fee / account holder | $394 | $11,570-96.6% | $10,009-96.1% | $11,431-96.6% |