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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 | $12,070 | $138,102-91.3% | $125,381-90.4% | $134,532-91.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.06% | 750.73%-773.8pp | 572.31%-595.4pp | 418.27%-441.3pp |
| Employer contribution / active EE | $1,839 | $5,245-65.0% | $4,815-61.8% | $4,741-61.2% |
| Participant deferral / active EE | $7,991 | $7,801+2.4% | $7,448+7.3% | $6,401+24.8% |
| Admin fee / account holder | $1,471 | $11,568-87.3% | $10,007-85.3% | $11,429-87.1% |