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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 | $8,668 | $138,114-93.7% | $125,391-93.1% | $134,545-93.6% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -21.05% | 750.88%-771.9pp | 572.41%-593.5pp | 418.37%-439.4pp |
| Employer contribution / active EE | $2,279 | $5,246-56.6% | $4,816-52.7% | $4,742-51.9% |
| Participant deferral / active EE | $3,065 | $7,801-60.7% | $7,448-58.8% | $6,401-52.1% |
| Admin fee / account holder | $1,846 | $11,570-84.0% | $10,009-81.6% | $11,431-83.8% |