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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 | $7,636 | $209,422-96.4% | $178,503-95.7% | $158,982-95.2% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | -0.17% | 188.81%-189.0pp | 151.12%-151.3pp | 302.99%-303.2pp |
| Employer contribution / active EE | $1,290 | $5,707-77.4% | $5,011-74.3% | $4,763-72.9% |
| Participant deferral / active EE | $5,313 | $5,955-10.8% | $5,202+2.1% | $5,983-11.2% |
| Admin fee / account holder | $7,666 | $17,079-55.1% | $13,987-45.2% | $11,252-31.9% |