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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 | $11,065 | $180,459-93.9% | $154,108-92.8% | $135,380-91.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -9.76% | 888.21%-898.0pp | 735.21%-745.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $1,466 | $6,035-75.7% | $5,298-72.3% | $4,779-69.3% |
| Participant deferral / active EE | $2,735 | $5,806-52.9% | $5,081-46.2% | $5,609-51.2% |
| Admin fee / account holder | $2,276 | $16,145-85.9% | $13,411-83.0% | $10,828-79.0% |