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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 | $12,878 | $138,102-90.7% | $125,381-89.7% | $134,532-90.4% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -23.99% | 750.73%-774.7pp | 572.31%-596.3pp | 418.27%-442.3pp |
| Employer contribution / active EE | $1,071 | $5,245-79.6% | $4,815-77.8% | $4,741-77.4% |
| Participant deferral / active EE | $4,394 | $7,801-43.7% | $7,448-41.0% | $6,401-31.3% |
| Admin fee / account holder | $383 | $11,568-96.7% | $10,007-96.2% | $11,429-96.7% |