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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 | $4,668 | $125,193-96.3% | $105,591-95.6% | $145,978-96.8% |
| Participation rate | 82.4% | 77.6%+4.7pp | 75.3%+7.1pp | 80.3%+2.1pp |
| Annual return | -237.95% | 225.53%-463.5pp | 116.43%-354.4pp | 550.52%-788.5pp |
| Employer contribution / active EE | $8,992 | $3,718+141.8% | $3,166+184.0% | $4,662+92.9% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,182 | $17,277-81.6% | $11,024-71.1% | $13,400-76.3% |