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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 | $13,089 | $190,843-93.1% | $159,981-91.8% | $134,493-90.3% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -76.24% | 552.37%-628.6pp | 408.70%-484.9pp | 418.01%-494.3pp |
| Employer contribution / active EE | $1,276 | $4,993-74.5% | $4,224-69.8% | $4,740-73.1% |
| Participant deferral / active EE | $10,163 | $6,923+46.8% | $6,182+64.4% | $6,400+58.8% |
| Admin fee / account holder | $4,125 | $10,475-60.6% | $8,700-52.6% | $11,425-63.9% |