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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 | $8,672 | $138,102-93.7% | $125,381-93.1% | $134,532-93.6% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -33.15% | 750.73%-783.9pp | 572.31%-605.5pp | 418.27%-451.4pp |
| Employer contribution / active EE | $1,414 | $5,245-73.0% | $4,815-70.6% | $4,741-70.2% |
| Participant deferral / active EE | $3,505 | $7,801-55.1% | $7,448-52.9% | $6,401-45.2% |
| Admin fee / account holder | $402 | $11,568-96.5% | $10,007-96.0% | $11,429-96.5% |