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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 | $9,152 | $138,102-93.4% | $125,381-92.7% | $134,532-93.2% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -36.25% | 750.73%-787.0pp | 572.31%-608.6pp | 418.27%-454.5pp |
| Employer contribution / active EE | $2,115 | $5,245-59.7% | $4,815-56.1% | $4,741-55.4% |
| Participant deferral / active EE | $7,357 | $7,801-5.7% | $7,448-1.2% | $6,401+14.9% |
| Admin fee / account holder | $5,980 | $11,568-48.3% | $10,007-40.2% | $11,429-47.7% |