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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 | $8,342 | $138,114-94.0% | $125,391-93.3% | $134,545-93.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.89% | 750.88%-772.8pp | 572.41%-594.3pp | 418.37%-440.3pp |
| Employer contribution / active EE | $2,077 | $5,246-60.4% | $4,816-56.9% | $4,742-56.2% |
| Participant deferral / active EE | $2,582 | $7,801-66.9% | $7,448-65.3% | $6,401-59.7% |
| Admin fee / account holder | $958 | $11,570-91.7% | $10,009-90.4% | $11,431-91.6% |