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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 | $7,973 | $99,079-92.0% | $78,002-89.8% | $273,972-97.1% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | -32.96% | 217.93%-250.9pp | 425.99%-458.9pp | 41.46%-74.4pp |
| Employer contribution / active EE | $1,816 | $3,308-45.1% | $2,470-26.5% | $4,869-62.7% |
| Participant deferral / active EE | $3,594 | $4,306-16.5% | $3,497+2.8% | $5,287-32.0% |
| Admin fee / account holder | $997 | $8,954-88.9% | $5,481-81.8% | $10,133-90.2% |