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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 | $18,202 | $180,459-89.9% | $154,108-88.2% | $135,380-86.6% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -9.21% | 888.21%-897.4pp | 735.21%-744.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $4,279 | $6,035-29.1% | $5,298-19.2% | $4,779-10.5% |
| Participant deferral / active EE | $4,057 | $5,806-30.1% | $5,081-20.2% | $5,609-27.7% |
| Admin fee / account holder | $533 | $16,145-96.7% | $13,411-96.0% | $10,828-95.1% |