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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 | $12,826 | $138,102-90.7% | $125,381-89.8% | $134,532-90.5% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -20.71% | 750.73%-771.4pp | 572.31%-593.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $3,666 | $5,245-30.1% | $4,815-23.9% | $4,741-22.7% |
| Participant deferral / active EE | $4,404 | $7,801-43.5% | $7,448-40.9% | $6,401-31.2% |
| Admin fee / account holder | $1,043 | $11,568-91.0% | $10,007-89.6% | $11,429-90.9% |