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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 | $5,567 | $138,078-96.0% | $125,363-95.6% | $134,509-95.9% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -29.04% | 750.49%-779.5pp | 572.15%-601.2pp | 418.13%-447.2pp |
| Employer contribution / active EE | $2,007 | $5,245-61.7% | $4,815-58.3% | $4,741-57.7% |
| Participant deferral / active EE | $3,392 | $7,800-56.5% | $7,447-54.4% | $6,400-47.0% |
| Admin fee / account holder | $748 | $11,566-93.5% | $10,005-92.5% | $11,427-93.4% |