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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 | $8,332 | $97,732-91.5% | $83,831-90.1% | $135,380-93.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -10.10% | 1287.56%-1297.7pp | 850.99%-861.1pp | 519.81%-529.9pp |
| Employer contribution / active EE | $1,669 | $4,222-60.5% | $3,631-54.0% | $4,779-65.1% |
| Participant deferral / active EE | $3,017 | $4,683-35.6% | $4,082-26.1% | $5,609-46.2% |
| Admin fee / account holder | $1,108 | $6,675-83.4% | $5,479-79.8% | $10,828-89.8% |