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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 | $9,455 | $97,729-90.3% | $83,830-88.7% | $135,379-93.0% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -20.64% | 1287.52%-1308.2pp | 850.97%-871.6pp | 519.79%-540.4pp |
| Employer contribution / active EE | $2,013 | $4,222-52.3% | $3,631-44.6% | $4,779-57.9% |
| Participant deferral / active EE | $4,826 | $4,683+3.1% | $4,082+18.2% | $5,609-14.0% |
| Admin fee / account holder | $579 | $6,674-91.3% | $5,479-89.4% | $10,828-94.7% |