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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 | $9,234 | $138,102-93.3% | $125,381-92.6% | $134,532-93.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -21.73% | 750.73%-772.5pp | 572.31%-594.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,620 | $5,245-69.1% | $4,815-66.4% | $4,741-65.8% |
| Participant deferral / active EE | $3,144 | $7,801-59.7% | $7,448-57.8% | $6,401-50.9% |
| Admin fee / account holder | $457 | $11,568-96.0% | $10,007-95.4% | $11,429-96.0% |