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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 | $9,781 | $138,102-92.9% | $125,381-92.2% | $134,532-92.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -24.84% | 750.73%-775.6pp | 572.31%-597.1pp | 418.27%-443.1pp |
| Employer contribution / active EE | $2,244 | $5,245-57.2% | $4,815-53.4% | $4,741-52.7% |
| Participant deferral / active EE | $3,557 | $7,801-54.4% | $7,448-52.2% | $6,401-44.4% |
| Admin fee / account holder | $888 | $11,568-92.3% | $10,007-91.1% | $11,429-92.2% |