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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 | $9,391 | $135,645-93.1% | $110,243-91.5% | $135,380-93.1% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -15.71% | 513.24%-528.9pp | 314.76%-330.5pp | 519.81%-535.5pp |
| Employer contribution / active EE | $1,580 | $4,907-67.8% | $3,827-58.7% | $4,779-66.9% |
| Participant deferral / active EE | $2,841 | $5,507-48.4% | $4,672-39.2% | $5,609-49.3% |
| Admin fee / account holder | $1,200 | $11,458-89.5% | $8,548-86.0% | $10,828-88.9% |