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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 | $26,072 | $180,462-85.6% | $154,111-83.1% | $135,379-80.7% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -14.53% | 888.17%-902.7pp | 735.18%-749.7pp | 519.79%-534.3pp |
| Employer contribution / active EE | $1,761 | $6,036-70.8% | $5,298-66.8% | $4,779-63.1% |
| Participant deferral / active EE | $6,362 | $5,806+9.6% | $5,081+25.2% | $5,609+13.4% |
| Admin fee / account holder | $312 | $16,145-98.1% | $13,411-97.7% | $10,828-97.1% |