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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 | $9,748 | $150,446-93.5% | $136,297-92.8% | $147,585-93.4% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | -25.26% | 1049.14%-1074.4pp | 5156.19%-5181.5pp | 578.58%-603.8pp |
| Employer contribution / active EE | $2,667 | $5,256-49.3% | $4,696-43.2% | $4,876-45.3% |
| Participant deferral / active EE | $6,430 | $6,631-3.0% | $6,247+2.9% | $5,439+18.2% |
| Admin fee / account holder | $4,511 | $10,906-58.6% | $9,244-51.2% | $10,886-58.6% |