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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 | $22,127 | $180,459-87.7% | $154,108-85.6% | $135,380-83.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -13.26% | 888.21%-901.5pp | 735.21%-748.5pp | 519.81%-533.1pp |
| Employer contribution / active EE | $2,885 | $6,035-52.2% | $5,298-45.5% | $4,779-39.6% |
| Participant deferral / active EE | $4,757 | $5,806-18.1% | $5,081-6.4% | $5,609-15.2% |
| Admin fee / account holder | $2,306 | $16,145-85.7% | $13,411-82.8% | $10,828-78.7% |