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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 | $5,876 | $138,102-95.7% | $125,381-95.3% | $134,532-95.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -74.20% | 750.73%-824.9pp | 572.31%-646.5pp | 418.27%-492.5pp |
| Employer contribution / active EE | $2,520 | $5,245-52.0% | $4,815-47.7% | $4,741-46.9% |
| Participant deferral / active EE | $3,563 | $7,801-54.3% | $7,448-52.2% | $6,401-44.3% |
| Admin fee / account holder | $356 | $11,568-96.9% | $10,007-96.4% | $11,429-96.9% |