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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 | $12,147 | $160,040-92.4% | $147,096-91.7% | $145,877-91.7% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | -31.10% | 98.49%-129.6pp | 419.75%-450.9pp | 551.28%-582.4pp |
| Employer contribution / active EE | $1,464 | $5,289-72.3% | $4,936-70.3% | $4,663-68.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,078 | $15,050-92.8% | $13,005-91.7% | $13,402-92.0% |