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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 | $16,509 | $180,466-90.9% | $154,114-89.3% | $135,382-87.8% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -10.03% | 888.15%-898.2pp | 735.16%-745.2pp | 519.77%-529.8pp |
| Employer contribution / active EE | $1,284 | $6,035-78.7% | $5,298-75.8% | $4,779-73.1% |
| Participant deferral / active EE | $2,894 | $5,806-50.2% | $5,081-43.0% | $5,609-48.4% |
| Admin fee / account holder | $445 | $16,144-97.2% | $13,411-96.7% | $10,829-95.9% |