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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 | $24,670 | $180,459-86.3% | $154,108-84.0% | $135,380-81.8% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -9.78% | 888.21%-898.0pp | 735.21%-745.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $1,708 | $6,035-71.7% | $5,298-67.8% | $4,779-64.3% |
| Participant deferral / active EE | $3,758 | $5,806-35.3% | $5,081-26.0% | $5,609-33.0% |
| Admin fee / account holder | $318 | $16,145-98.0% | $13,411-97.6% | $10,828-97.1% |