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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 | $2,869 | $190,879-98.5% | $160,009-98.2% | $134,532-97.9% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.0%+17.5pp | 81.2%+14.2pp |
| Annual return | -21.72% | 552.63%-574.4pp | 408.85%-430.6pp | 418.27%-440.0pp |
| Employer contribution / active EE | $990 | $4,995-80.2% | $4,225-76.6% | $4,741-79.1% |
| Participant deferral / active EE | $1,653 | $6,924-76.1% | $6,183-73.3% | $6,401-74.2% |
| Admin fee / account holder | $993 | $10,495-90.5% | $8,715-88.6% | $11,429-91.3% |