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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 | $9,450 | $180,466-94.8% | $154,114-93.9% | $135,382-93.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -46.07% | 888.15%-934.2pp | 735.16%-781.2pp | 519.77%-565.8pp |
| Employer contribution / active EE | $3,000 | $6,035-50.3% | $5,298-43.4% | $4,779-37.2% |
| Participant deferral / active EE | $6,011 | $5,806+3.5% | $5,081+18.3% | $5,609+7.2% |
| Admin fee / account holder | $339 | $16,144-97.9% | $13,411-97.5% | $10,829-96.9% |