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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 | $8,374 | $138,102-93.9% | $125,381-93.3% | $134,532-93.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -21.03% | 750.73%-771.8pp | 572.31%-593.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,547 | $5,245-70.5% | $4,815-67.9% | $4,741-67.4% |
| Participant deferral / active EE | $3,815 | $7,801-51.1% | $7,448-48.8% | $6,401-40.4% |
| Admin fee / account holder | $1,115 | $11,568-90.4% | $10,007-88.9% | $11,429-90.2% |