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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 | $23,503 | $180,462-87.0% | $154,111-84.7% | $135,379-82.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -12.11% | 888.17%-900.3pp | 735.18%-747.3pp | 519.79%-531.9pp |
| Employer contribution / active EE | $2,768 | $6,036-54.1% | $5,298-47.8% | $4,779-42.1% |
| Participant deferral / active EE | $4,324 | $5,806-25.5% | $5,081-14.9% | $5,609-22.9% |
| Admin fee / account holder | $2,498 | $16,145-84.5% | $13,411-81.4% | $10,828-76.9% |