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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 | $7,291 | $190,862-96.2% | $159,991-95.4% | $134,509-94.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.02% | 552.59%-573.6pp | 408.82%-429.8pp | 418.13%-439.2pp |
| Employer contribution / active EE | $1,212 | $4,995-75.7% | $4,225-71.3% | $4,741-74.4% |
| Participant deferral / active EE | $5,732 | $6,924-17.2% | $6,183-7.3% | $6,400-10.4% |
| Admin fee / account holder | $1,365 | $10,495-87.0% | $8,715-84.3% | $11,427-88.1% |