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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 | $11,422 | $97,761-88.3% | $83,850-86.4% | $135,382-91.6% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -11.53% | 1287.44%-1299.0pp | 850.92%-862.5pp | 519.77%-531.3pp |
| Employer contribution / active EE | $1,009 | $4,222-76.1% | $3,631-72.2% | $4,779-78.9% |
| Participant deferral / active EE | $2,494 | $4,682-46.7% | $4,082-38.9% | $5,609-55.5% |
| Admin fee / account holder | $1,287 | $6,674-80.7% | $5,478-76.5% | $10,829-88.1% |