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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 | $7,061 | $138,078-94.9% | $125,363-94.4% | $134,509-94.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -35.91% | 750.49%-786.4pp | 572.15%-608.1pp | 418.13%-454.0pp |
| Employer contribution / active EE | $1,678 | $5,245-68.0% | $4,815-65.2% | $4,741-64.6% |
| Participant deferral / active EE | $3,439 | $7,800-55.9% | $7,447-53.8% | $6,400-46.3% |
| Admin fee / account holder | $448 | $11,566-96.1% | $10,005-95.5% | $11,427-96.1% |