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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 | $27,712 | $180,462-84.6% | $154,111-82.0% | $135,379-79.5% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -9.94% | 888.17%-898.1pp | 735.18%-745.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $3,103 | $6,036-48.6% | $5,298-41.4% | $4,779-35.1% |
| Participant deferral / active EE | $7,104 | $5,806+22.4% | $5,081+39.8% | $5,609+26.7% |
| Admin fee / account holder | $3,471 | $16,145-78.5% | $13,411-74.1% | $10,828-67.9% |