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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 | $23,170 | $160,059-85.5% | $140,019-83.5% | $135,379-82.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -10.81% | 911.44%-922.2pp | 651.15%-662.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $3,657 | $6,420-43.0% | $5,605-34.8% | $4,779-23.5% |
| Participant deferral / active EE | $4,579 | $7,641-40.1% | $6,927-33.9% | $5,609-18.4% |
| Admin fee / account holder | $1,541 | $13,328-88.4% | $10,705-85.6% | $10,828-85.8% |