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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 | $19,710 | $180,462-89.1% | $154,111-87.2% | $135,379-85.4% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -11.94% | 888.17%-900.1pp | 735.18%-747.1pp | 519.79%-531.7pp |
| Employer contribution / active EE | $2,268 | $6,036-62.4% | $5,298-57.2% | $4,779-52.5% |
| Participant deferral / active EE | $3,723 | $5,806-35.9% | $5,081-26.7% | $5,609-33.6% |
| Admin fee / account holder | $914 | $16,145-94.3% | $13,411-93.2% | $10,828-91.6% |