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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 | $11,685 | $138,114-91.5% | $125,391-90.7% | $134,545-91.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -45.81% | 750.88%-796.7pp | 572.41%-618.2pp | 418.37%-464.2pp |
| Employer contribution / active EE | $3,570 | $5,246-31.9% | $4,816-25.9% | $4,742-24.7% |
| Participant deferral / active EE | $8,050 | $7,801+3.2% | $7,448+8.1% | $6,401+25.8% |
| Admin fee / account holder | $1,054 | $11,570-90.9% | $10,009-89.5% | $11,431-90.8% |