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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 | $25,948 | $180,459-85.6% | $154,108-83.2% | $135,380-80.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -10.54% | 888.21%-898.7pp | 735.21%-745.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $2,526 | $6,035-58.1% | $5,298-52.3% | $4,779-47.1% |
| Participant deferral / active EE | $5,277 | $5,806-9.1% | $5,081+3.9% | $5,609-5.9% |
| Admin fee / account holder | $1,765 | $16,145-89.1% | $13,411-86.8% | $10,828-83.7% |