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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 | $6,150 | $138,078-95.5% | $125,363-95.1% | $134,509-95.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -30.31% | 750.49%-780.8pp | 572.15%-602.5pp | 418.13%-448.4pp |
| Employer contribution / active EE | $2,478 | $5,245-52.8% | $4,815-48.5% | $4,741-47.7% |
| Participant deferral / active EE | $3,514 | $7,800-54.9% | $7,447-52.8% | $6,400-45.1% |
| Admin fee / account holder | $1,064 | $11,566-90.8% | $10,005-89.4% | $11,427-90.7% |