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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 | $7,535 | $138,114-94.5% | $125,391-94.0% | $134,545-94.4% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -32.85% | 750.88%-783.7pp | 572.41%-605.3pp | 418.37%-451.2pp |
| Employer contribution / active EE | $2,518 | $5,246-52.0% | $4,816-47.7% | $4,742-46.9% |
| Participant deferral / active EE | $7,242 | $7,801-7.2% | $7,448-2.8% | $6,401+13.1% |
| Admin fee / account holder | $505 | $11,570-95.6% | $10,009-95.0% | $11,431-95.6% |