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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 | $3,653 | $138,102-97.4% | $125,381-97.1% | $134,532-97.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -23.47% | 750.73%-774.2pp | 572.31%-595.8pp | 418.27%-441.7pp |
| Employer contribution / active EE | $1,966 | $5,245-62.5% | $4,815-59.2% | $4,741-58.5% |
| Participant deferral / active EE | $3,007 | $7,801-61.5% | $7,448-59.6% | $6,401-53.0% |
| Admin fee / account holder | $1,787 | $11,568-84.5% | $10,007-82.1% | $11,429-84.4% |