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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 | $14,393 | $97,729-85.3% | $83,830-82.8% | $135,379-89.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -14.76% | 1287.52%-1302.3pp | 850.97%-865.7pp | 519.79%-534.5pp |
| Employer contribution / active EE | $5,200 | $4,222+23.2% | $3,631+43.2% | $4,779+8.8% |
| Participant deferral / active EE | $2,478 | $4,683-47.1% | $4,082-39.3% | $5,609-55.8% |
| Admin fee / account holder | $1,431 | $6,674-78.6% | $5,479-73.9% | $10,828-86.8% |