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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 | $11,159 | $104,924-89.4% | $84,623-86.8% | $152,885-92.7% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.5%+8.5pp |
| Annual return | -20.01% | 373.82%-393.8pp | 258.77%-278.8pp | 345.39%-365.4pp |
| Employer contribution / active EE | $1,366 | $3,302-58.6% | $2,652-48.5% | $4,763-71.3% |
| Participant deferral / active EE | $3,528 | $4,689-24.7% | $3,899-9.5% | $5,851-39.7% |
| Admin fee / account holder | $7,880 | $6,242+26.2% | $4,913+60.4% | $11,598-32.1% |