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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 | $22,204 | $180,461-87.7% | $154,110-85.6% | $135,381-83.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -13.30% | 888.23%-901.5pp | 735.22%-748.5pp | 519.81%-533.1pp |
| Employer contribution / active EE | $4,643 | $6,035-23.1% | $5,298-12.3% | $4,779-2.8% |
| Participant deferral / active EE | $8,295 | $5,806+42.9% | $5,081+63.3% | $5,609+47.9% |
| Admin fee / account holder | $1,427 | $16,146-91.2% | $13,412-89.4% | $10,828-86.8% |