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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 | $14,379 | $138,114-89.6% | $125,391-88.5% | $134,545-89.3% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -21.00% | 750.88%-771.9pp | 572.41%-593.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $1,256 | $5,246-76.1% | $4,816-73.9% | $4,742-73.5% |
| Participant deferral / active EE | $3,634 | $7,801-53.4% | $7,448-51.2% | $6,401-43.2% |
| Admin fee / account holder | $2,510 | $11,570-78.3% | $10,009-74.9% | $11,431-78.0% |